Shelton BDC Income Fund (LOANX)

Investment Objective

To provide a high level of income with the potential for capital appreciation.

Strategy Highlights

  • Access to invest in private of thinly-traded companies 
  • Seeks attractive and sustainable distribution rates 
  • Utilizes both fundamental and technical methodologies in determining the intrinsic value of a security

Literature and Fund Information

Account Application Form
Fund Fact Sheet
Prospectus
Annual Report
Semi-Annual Report
SAI
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Fact Sheet

BDC Fact Sheet2

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Fund Management

2 Bill Mock
Portfolio Manager

Bill Mock
Portfolio Manager

Bill Mock

Bill Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. Bill rejoined the firm in February 2010 after serving as a portfolio manager for California Investment Trust from 2001 to 2003. Bill left the firm to join TKI Capital Management, a convertible arbitrage hedge fund, where he served as head trader through 2006.

Bill holds a B.S. degree in Electrical Engineering from Kansas State University and an MBA with Honors from the University of Chicago Graduate School of Business.

Important Information

An investment in the fund involves risk, including possible loss of principal.  Fund information is not intended to represent future portfolio composition.  Portfolio holding are subject to change and should not be considered a recommendation to buy individual securities.

The Fund may invest in medium- and small-capitalization companies, which may be newly formed or have limited product lines, distribution channels and financial or managerial resources. The risks associated with these investments are generally greater than those associated with investments in the securities of larger, more-established companies.

The Fund may invest to a limited degree in non-traded securities that have limited operating histories and are considered illiquid investments.
The Fund is classified as a non-diversified management investment company under the Investment Company Act of 1940, as amended. This means that the Fund may invest a greater portion of its assets in a limited number of issuers.