International Strategies
In an expanding global marketplace, high-quality companies and investment opportunities are scattered far across the world. Shelton Capital Management finds those opportunities and offers U.S investors international exposure in a concentrated portfolio through the Shelton International Select Equity Fund, separately managed accounts (SMAs) and the Shelton Emerging Markets Fund.
Shelton International Select Equity Fund
The Shelton International Select Equity Fund seeks to achieve long-term capital appreciation. This strategy provides international exposure and an investment opportunity categorized by Morningstar® as a foreign large blend.
Fund Information
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| Download Commentary | Â Download Fact Sheet: Shelton International Select Equity Fund Tickers: SISLX, SISEX Benchmark: MSCI ACWI Ex US |
Process
The Fund seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 30-50 stocks and combining analysis of the investment merit of each individual stock with prudent risk-management to produce consistent and superior returns.
A distinctive approach to international investing – Inside, Outside, Upside:
Strategy Benefits
- Concentrated portfolio (30-50 stocks) with a high active share and relatively lower tracking error.
- Use data science and machine learning to access insight into the range of possible future outcomes and focus on those that we believe will deliver strong performance while contributing to the risk profile of the portfolio.
- Access to fast-growing, developing markets.
Strategy Considerations
- All investments involve risk including the possible loss of principal. There can be no assurance the strategy will achieve its investment objective.
- Foreign currency fluctuations can add volatility to foreign equity prices.
Portfolio Management Team
Derek Izuel, CFA
Justin Sheetz, CFA
Resources
| Documents | |
|---|---|
| Prospectus |  |
| Annual Report | |
| Statement of Additional Information | |
| Semi-Annual Report | |
Important Information
It is possible to lose money by investing in the Fund. Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the Fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. There may be additional risks associated with international investing involving foreign, economic, political, monetary, and/or legal factors.
International investing may not be for everyone. The information contained in this document is given on a general basis without obligation and on the understanding that any person acting upon or in reliance on it, does so entirely at his or her own risk. Any projections or other forward-looking statements regarding future events or performance of countries, markets or companies are not necessarily indicative of, and may differ from, actual events or results. This information is intended to highlight issues and not to be comprehensive or to provide advice.
The MSCI ACWI ex USA is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed (excluding the United States) and emerging markets. Developed market countries include: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom. Emerging market countries include: Brazil, Chile, China, Colombia, the Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey, and the United Arab Emirates. Net total return indexes reinvest dividends after the deduction of withholding taxes, using (for international indexes) a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties. It is not possible to invest directly in an index.
Distributed by RFS Partners, a member of FINRA, and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
Shelton Emerging Markets Fund
The Shelton Emerging Markets Fund seeks to achieve long-term capital appreciation. This strategy provides international exposure and an investment opportunity categorized by Morningstar® as a Diversified Emerging Markets fund.
Morningstar RatingTM
   EMSQX
Shelton Emerging Markets Fund (EMSQX) received an Overall Morningstar RatingTM of 4 stars among 711 Diversified Emerging Markets funds, based on risk-adjusted returns, as of 9/30/2024.* Important Information for Morningstar® Rating
Fund Information
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 |
|---|---|
| Â Download Fact Sheet: Shelton Emerging Markets Fund Tickers: EMSQX, EMSLX Benchmark: MSCI Emerging Markets |
Download Commentary |
Process
The Fund seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 30-50 stocks and combining analysis of the investment merit of each individual stock with prudent risk-management to produce consistent and superior returns.
A distinctive approach to international investing – Inside, Outside, Upside:
Strategy Benefits
- Concentrated portfolio (30-50 stocks) with a high active share and relatively lower tracking error.
- Use data science and machine learning to access insight into the range of possible future outcomes and focus on those that we believe will deliver strong performance while contributing to the risk profile of the portfolio.
- Access to fast-growing, developing markets.
Strategy Considerations
- All investments involve risk including the possible loss of principal. There can be no assurance the strategy will achieve its investment objective.
- Foreign currency fluctuations can add volatility to foreign equity prices.
Portfolio Management Team
Derek Izuel, CFA
Justin Sheetz, CFA
Resources
| Documents | |
|---|---|
| Prospectus | |
| Statement of Additional Information | |
| Annual Report | |
| Semi-Annual Report | |
Important Information
It is possible to lose money by investing in the Fund. Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the Fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
* The fund’s Morningstar three-, five-, ten-year ratings respectively, 4 stars, 4 stars, 4 stars among 711, 639, 426 funds.
There may be additional risks associated with international investing involving foreign, economic, political, monetary, and/or legal factors. International investing may not be for everyone. The information contained in this document is given on a general basis without obligation and on the understanding that any person acting upon or in reliance on it, does so entirely at his or her own risk. Any projections or other forward-looking statements regarding future events or performance of countries, markets or companies are not necessarily indicative of, and may differ from, actual events or results. This information is intended to highlight issues and not to be comprehensive or to provide advice.
The MSCI Emerging Markets Index captures large and mid cap representation across 26 Emerging Markets (EM) countries (Argentina, Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Pakistan, Peru, Philippines, Poland, Qatar, Russia, Saudi Arabia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates).
With 1,403 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country.
Distributed by RFS Partners, a member of FINRA, and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
Shelton International Select Equity SMA Strategy
The Shelton International Select Equity Portfolio seeks to deliver attractive risk-adjusted returns over time.
Strategy Information
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| Download Commentary | Download Fact Sheet: Shelton International Select Equity Strategy Benchmark: MSCI ACWI Ex US |
Process
The International Equity team at Shelton Capital manages concentrated, high-conviction portfolios of non-US large-cap and mid-cap companies. Shelton Capital Management offers this strategy through SMAs and a mutual fund.
The strategy seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 30-50 stocks and combining analysis of the investment merit of each individual stock with prudent risk-management to produce consistent and superior returns.
A distinctive approach to international investing – Inside, Outside, Upside:
By focusing in on a company’s economic returns and its reinvestment rate, more accurate assumptions can be made about the future generation of cash flows – the basis for a company’s stock price. We incorporate this idea into our investment process from start to finish.
Strategy Benefits
- Concentrated portfolio (30-50 stocks) with a high active share and relatively lower tracking error.
- Use data science and machine learning to access insight into the range of possible future outcomes and focus on those that we believe will deliver strong performance while contributing to the risk profile of the portfolio.
- Access to fast-growing, developing markets.
Strategy Considerations
- The Shelton International Select Equity SMA Strategy seeks to deliver attractive risk-adjusted returns over time by investing in American Depository Receipts (ADRs).
- All investments involve risk including the possible loss of principal. There can be no assurance the strategy will achieve its investment objective.
- Foreign currency fluctuations can add volatility to foreign equity prices.
Portfolio Management Team
Derek Izuel, CFA
Justin Sheetz, CFA
Important Information
It is possible to lose money by investing in the strategy. Past performance does not guarantee future results. There are management fees and other charges associated with the Shelton Separately Managed Account programs. Any strategies discussed, including examples using actual securities’ price data, are strictly for illustrative and educational purposes only and are not to be construed as an endorsement or recommendation to buy or sell securities. You should review transaction costs, margin requirements and tax considerations with a tax advisor before entering into any options strategy. There may be additional risks associated with international investing involving foreign, economic, political, monetary, and/or legal factors. International investing may not be for everyone. The information contained in this document is given on a general basis without obligation and on the understanding that any person acting upon or in reliance on it, does so entirely at his or her own risk. Any projections or other forward-looking statements regarding future events or performance of countries, markets or companies are not necessarily indicative of, and may differ from, actual events or results. This information is intended to highlight issues and not to be comprehensive or to provide advice.
The MSCI ACWI ex USA is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed (excluding the United States) and emerging markets. Developed market countries include: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom. Emerging market countries include: Brazil, Chile, China, Colombia, the Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey, and the United Arab Emirates. Net total return indexes reinvest dividends after the deduction of withholding taxes, using (for international indexes) a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties. It is not possible to invest directly in an index.
Distributed by RFS Partners, a member of FINRA, and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
Contact Us For More Information
We have a team of professionals dedicated to supporting the needs of our advisor clients. Request to consult with a Portfolio Manager and your Director of Advisor Services to learn more about how we can help you meet your clients’ needs.
Josh Fudge
Ryan Groves
Matt Gunter
Jeff Medina
David Lucier
Laura Bevill, CAIA
Jason Shidler
Tony Brown
Alyssa Zagrobski, AIF®, CPFA
Daniel Klusty
Alexa Tuers
Paul Laffrenzen
