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Home / Fund News / Shelton Capital Management Merges Tactical Credit Funds

Shelton Capital Management Merges Tactical Credit Funds

Combination creates compelling investment solution for financial advisors and clients.

Shelton Capital Management, a multi-strategy asset manager delivering sophisticated investment solutions, announced that the Cedar Ridge Unconstrained Credit Fund (CRUMX, CRUPX) merged into the Shelton Tactical Credit Fund (DEBIX, DEBTX) bringing the total assets of the combined Shelton Tactical Credit Fund to over $100 million.

This reorganization is a natural extension of the acquisition by Shelton Capital Management of Cedar Ridge Partners, LLC earlier this year in January. The combined Tactical Credit Fund is managed by the tactical credit team which managed the Cedar Ridge Unconstrained Credit Fund from its inception six years ago, supported by other Shelton Capital Management investment staff. The investment approach and strategies of the newly combined Fund also are the same the team used to build a superior performance track record for the Cedar Ridge Unconstrained Credit Fund, and that track record survives as the historic performance record of the combined Shelton Tactical Credit Fund.

Dennis Clark, Managing Director at Shelton Capital Management, noted that “We are very pleased to have completed this transaction. The newly combined Fund brings together a continuity of proven portfolio investment expertise and a scale of over $100 million, making the Fund an even more compelling investment solution for financial advisors and their clients seeking sophisticated tactical credit investments.”

About Shelton Capital Management

Shelton Capital Management is a multi-strategy asset manager delivering sophisticated investment solutions and acts as a co-fiduciary on employer-sponsored retirement plans as a 3(38) advisor. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. With offices in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $2 billion of assets as of March 17, 2019.

For additional information, please visit https://www.sheltoncap.com/ or call (800) 955-9988.

Important Information

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.

It is possible to lose money by investing in a Fund. Past performance does not guarantee future results. Investors should consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a Fund. To obtain a prospectus, visit www.sheltoncap.com/ or call Shelton Capital Management (800) 955-9988. A prospectus should be read carefully before investing.

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Authors

  • Peter Higgins

    Peter Higgins has over 25 years of experience in fixed income investing, most notably as Partner and Lead Portfolio Manager at both Ares Management and BlueBay Asset Management. Previously, Peter specialized in global leveraged finance at investment banks such as Deutsche Bank AG, Goldman Sachs & Co. and Credit Suisse in both London, England, and New York City. Peter earned a bachelor’s degree in Economics-Political Science from Columbia University.

  • Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.

     

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The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

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The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

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