The Willingness and Ability to be Tactical has Never Been More Crucial
Coming into 2021, the Shelton Capital Management team anticipated that the vaccination campaign in the U.S. would drive a reopening of society.
October 2021
3Q21 Dividend Announcement: Shelton Equity Income Fund (EQTIX)
DENVER—October 6, 2021 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.5163 per share payable to shareholders of record as of September 30, 2021.
September 2021
Shelton Capital Management Surpasses $4 Billion AUM Mark
Denver, September 28, 2021 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $4 billion.
August 2021
Shelton International Select Equity Fund Celebrates Five-Year Anniversary with Overall Morningstar Five-Star and Four-Globe Sustainability Ratings
Denver, August 30, 2021 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $3.8 billion in assets under management, is pleased to announce the five-year anniversary of the Shelton International Select Equity Fund (SISEX).
Outperforming during periods of rising interest rates and volatility
Fixed income historically was the land of relative calm and low volatility. The secular decline in interest rates over the last several decades has provided a highly accommodating tailwind for fixed income portfolios.
July 2021
Directionless Inflation, Burning Buildings, and Unappealing Corporates
"Fixed income investors, pay attention. There’s no playbook for what a post-pandemic recovery should look like," says Jeffrey Rosenkranz, fixed income portfolio manager at $3.8 billion Shelton Capital Management.
Barry Martin Talks EQTIX & Option Strategies
Barry Martin, Portfolio Manager at Shelton Capital Management, was featured on TD Ameritrade. To listen to his insights, please select the following link:
Dividend Announcement: Shelton Equity Income Fund (EQTIX)
DENVER—July 19, 2021 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $ 0.4652 per share payable to shareholders of record as of June 30, 2021.
June 2021
Navigating a Post-Pandemic Recovery with Shelton Tactical Credit Fund
The forward economic outlook is promising, but there will inevitably be fits and starts along the way. After all, there is no playbook for what a post-pandemic recovery looks like. Jeffrey Rosenkranz, Portfolio Manager at Shelton Capital Management, dives into the strategy and why the willingness and ability to be tactical has never been more crucial in the short video below:
May 2021
Navigating the Growing ESG Muni Bond Market
Interest in investments that support environmental and social impact objectives is growing rapidly among both institutional and individual investors. This is particularly true with respect to the retail-focused municipal bond market. Every week we see an increasing number of new municipal bond issues – both tax-exempt and taxable with a “Green Bonds”, “Social Bonds” or “Sustainability Bonds” label.
