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Shelton Capital Management

Shelton Emerging Markets Fund Commentary Q1

The first ten weeks of 2023 reflected an adage about financial markets. “The only endearing truth is reversal to the mean.” After a year where many equity markets were down close to 20% and rates rose at an unprecedented pace, once inflation and interest rates began rolling over in the fall of 2022, some relief…

Shelton Equity Income Fund Commentary Q1

After a choppy December, the market started the year on a strong note with a robust January run. This was partly due to softer economic data that left market participants feeling more optimistic about the Federal Reserve achieving a soft landing. Despite falling over 30% in 2022, the Nasdaq Composite had its best January performance…

Shelton Fixed Income Commentary Q1

When the calendar flipped from 2022 to 2023, the clean-slate rally began in earnest. People put the challenges of 2022 in the rearview mirror, and the weakness over the last few weeks of December made starting valuations look cheaper, offering an even more attractive entry point. Download Commentary

Shelton International Select Equity Fund Commentary Q1

Shelton Sustainable Equity Fund Commentary Q1

During the first quarter of 2023, the Shelton Sustainable Equity Fund underperformed the MSCI ACWI IMI index by -0.07%, delivering a return of 6.41%. The Fund outperformed the S&P 400 Mid Cap index by 2.74% and the Russell 2000 index by 4.07%. The Fund’s greatest contributors to return were Tesla Inc, First Solar Inc, Brookfield…

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