Shelton International Select Equity Fund (SISLX)

Fund Objective

The Shelton International Select Equity Fund seeks to achieve long-term capital appreciation.

Strategic Highlights

  • The fund seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 30-50 stocks
  •  The fund invests primarily in mid-to-large cap foreign equity
    securities

Literature and Fund Information

Invest Now

Fund Information

Shelton International Select Equity Fund Sheet 1Q2020 1
 Download Commentary Download Fact Sheet

Fund Management

Derek Izuel
CIO and Portfolio Manager

Derek Izuel, CFA
Portfolio Manager

Justin Sheetz, CFA
Derek Izuel

CIO and Portfolio Manager

Derek Izuel, CFA

Derek joined Shelton Capital Management in January 2022 as Chief Investment Officer and Portfolio Manager of the International Fund and the Emerging Markets Fund. He has over 24 years of portfolio management experience at Invesco, HighMark Capital and Vitruvian Capital. Derek earned his MBA from the Ross School of Business at the University of Michigan and a B.S. in Computer Science from the University of California at Berkley.

Portfolio Manager

Justin Sheetz, CFA

Justin joined Shelton Capital Management in January 2022 as Portfolio Manager of the International Fund and the Emerging Markets Fund. His experience ranges from 12 years as an Investment Strategist at Blackrock/BGI’s Scientific Active Equity Group, 3 years as VP and Equity Analyst at HighMark Capital to 3 years as partner at Vitruvian Capital. Justin earned his MSc in Computational Finance and Risk Management from the University of Washington and a B.A. in International Studies from Colby College.

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. Past performance does not guarantee future results.

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 on this site 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.