Global Sustainable Bond Issuance Takes Q1 Hit on Ukraine Crisis
Global sustainable bond issuance slowed Q1, hit by a surge in market volatility after Russia invaded Ukraine and tightening monetary policy around the world.
1Q22 Dividend Announcement: Shelton Equity Income Fund (EQTIX)
DENVER—April 7, 2022 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.3508 per share payable to shareholders of record as of March 31, 2022.
How Baseball and Investment Managers Measure Success Is Not So Different
Rather than debating advanced statistics, we decided to have a little fun comparing some of the financial metrics of portfolio management to America’s pastime.
Portfolio Manager Garvin Jabusch Featured on Market Watch
It’s nice to think you can “do well by doing good” in green investing, as the cliché goes. But that’s hit or miss with mutual funds. Typically, more than half of active fund managers lag behind their benchmarks.
Chief Investment Officer Derek Izuel Featured on TD Ameritrade
Shelton Capital CIO Derek Izuel recently joined Morning Trade Live to discuss rate hikes, inflation, and economic indicators the Fed has to consider.
Nasdaq Congratulates Shelton Capital Management on Launch of NQQQX
Shelton Capital Management is proud to announce the launch of the institutional share class for the Shelton Nasdaq-100 Index Fund (NQQQX).
New Nasdaq-100 Index® Fund Institutional Share Class Launches
The NQQQX, a new, low-cost Nasdaq-100 Index Fund share class, launched today. It seeks to address the needs of retirement plan participants and consultants...
Check Under the Hood Before Buying a Nontraditional Bond Fund
Portfolio Manager David Falk highlights key questions advisors and their clients should explore in evaluating a nontraditional bond fund.
Shelton Green Alpha Fund: 4Q21 Update
Portfolio Manager Garvin Jabusch provides both a recap of the Fund's 4Q21 performance and the management team's outlook for 2022.
Portfolio Manager Barry Martin Featured on TD Ameritrade
Portfolio Manager Barry Martin joined TD Ameritrade to discuss recent market volatility and its impact on income investors.
