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Shelton Capital Announces Enhanced Commitment to Sustainable Solutions

Firm Hires Bruce Kahn to lead ESG Push

Denver, October 3, 2022 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager, announced today its plans to bolster its ESG expertise with the appointment of Bruce Kahn, Ph.D. as a member of the Firm.

“We’re thrilled to welcome Bruce to our organization,” said Derek Izuel, Chief Investment Officer for Shelton Capital Management. “His background and commitment to ESG investing are an ideal match to enhance Shelton’s capabilities and his investing philosophy embodies our firm’s time-tested investment principles. His addition to the team aligns with our vision to build institutional ESG processes and solutions.”

Dr. Kahn has an extensive background in investment management with an emphasis in sustainable investing, most notably at MSCI, Inc., Macquarie, Sustainable Insight Capital Management, Deutsche Asset Management, and Smith Barney. Bruce also served as the Chair of the Finance Committee of the Robert and Patricia Switzer Foundation for ten years and has served on numerous advisory boards across the Sustainable Investment industry, including the USSIF, SASB and NREL.

In addition, Dr. Kahn is an Adjunct Professor at Columbia University’s Sustainability Management program, The Earth Institute. Dr. Kahn earned a bachelor’s degree from the University of Connecticut, a master’s degree from Auburn University, and a doctorate from the University of Wisconsin. He also served for four years with the U.S. Peace Corps in the Republic of Cameroon and is a recipient of the J. William Fulbright Scholarship in Ecological Economics.

Shelton has been investing in the Green Economy for over a decade and currently has both mutual funds and SMAs that utilize ESG factors. In addition to spearheading Shelton’s sustainable investment efforts, Dr. Kahn will assume the role of lead portfolio manager of the Shelton Green Alpha Fund (NEXTX) beginning October 10, 2022. In his role as fund manager, Dr. Kahn will continue the fund’s focus on sustainable and impact investing with a high-conviction, high-active share ESG portfolio and will seek to enhance risk controls and deliver alpha with lower volatility.

“I am excited to join Shelton Capital Management and assume portfolio management duties for the Shelton Green Alpha Fund,” said Bruce Kahn, Portfolio Manager, Shelton Capital Management. “Building on recent successes, we will continue to manage the fund for the long-term with a commitment to investing in high quality businesses that will prosper in a sustainable economy. Shelton’s commitment to ESG integration is a testament to its leadership and commitment to client service by aligning investment principles to the growing needs of our clients. I am honored to join a firm that is dedicated to the pursuit of investment excellence by catalyzing the capital needed for the emerging Green Economy.”

About Shelton Capital Management

Shelton Capital Management is a multi-strategy asset manager with fund administration and digital marketing expertise. With a determined focus on growth, Shelton is active in acquisitions and fund consolidations. Shelton Capital Management has expertise in mutual fund and separately managed account advisor mergers and has completed numerous transactions with the goal of improving the financial and economic performance of partner firms. Shelton manages over $3 billion of assets as of 9/30/22. For additional information, visit https://sheltoncap.com.

Important Information

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com/ or call (800) 955-9988. A prospectus should be read carefully before investing.

Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

Shelton Green Alpha Fund’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.

The Shelton Green Alpha Fund is distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

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

Media Contact:
Morrison Shafroth
720-470-365

Authors

  • Derek Izuel

    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.

     

  • Bruce Kahn

    Dr. Bruce Kahn is the lead Portfolio Manager of the Shelton Sustainable Equity Fund. Previously, Bruce was responsible for delivering technical advice to investors on MSCI’s ESG and Climate Solutions tools and data sets for investment decision making, risk management, reporting and engagement. His previous 18 years of work experience included portfolio management and other responsibilities at firms such as Citibank, Deutsche Bank, Macquarie Global Inc., and Sustainable Insight Capital Management. Dr. Kahn earned a PhD in Land Resources from University of Wisconsin, Madison, an MS in Fisheries and Allied Aquacultures from Auburn University, and a BA in Ecology and Evolutionary Biology from the University of Connecticut. Bruce served as an Agriculture Extension Agent in the United States Peace Corps in the Republic of Cameroon, (1989-1993), as a Fulbright Scholar in Israel from 1999-2001 and has been teaching courses in Sustainable Finance, Statistics and Agriculture as an adjunct professor at Columbia University’s Earth Institute since 2012.

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  • 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;
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