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Home / Awards / Shelton Capital Management’s Aggregate Bond Portfolio Strategy Earns PSN Top Guns Recognition for Q4 2025
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Shelton Capital Management’s Aggregate Bond Portfolio Strategy Earns PSN Top Guns Recognition for Q4 2025

Shelton Capital Management’s Aggregate Bond Portfolio Strategy earned a spot on the PSN Top Guns List of best-performing strategies for the quarter ended December 31, 2025.

PSN, a division of Informa Business Intelligence, recognized the strategy with a PSN Top Gun 1-Quarter award in the Core Fixed universe, which included 361 strategies. The award recognizes strategies that posted one of the top 10 returns for the most recent quarter within their peer group.

“This award reflects the discipline, collaboration, and dedication our team brings to managing client portfolios. Through deep credit research and navigating macro risks, we consistently seek to add value throughout changing market environments,” said Peter Higgins, Head of Fixed Income and Senior Portfolio Manager.

To learn more about Shelton’s fixed income strategies, visit sheltoncap.com/investment-solutions/fixed-income-strategies/.

Important Information

Through a combination of PSN’s proprietary performance screens, the PSN Top Guns awards recognize strategies that demonstrate strong performance relative to their peers across a broad universe of investment strategies.

PSN Top Guns awards are based on peer groups created using information collected through the PSN investment manager questionnaire, and rankings are calculated using gross-of-fee returns. Strategies recognized in the 1-Quarter category are those that delivered top-ten performance within their universe for the most recent quarter, provided the investment manager claims GIPS compliance.

The PSN Top Guns database includes both commingled and non-commingled fund universes, covering a broad range of institutional investment strategies. The recognition highlights managers who have demonstrated the ability to deliver competitive results within their respective investment disciplines.

When comparing mutual funds to SMAs, one should carefully consider the fees and expenses associated with each type of investment. All investments carry a certain degree of risk, including the possible loss of principal, and there are specific risks that apply to each investment strategy. There is no assurance that an investment will provide positive performance over any period of time. There are management fees and other charges associated with the Shelton Separately Managed Account programs. Prospective clients should consult their financial advisor about investment strategies that are appropriate for their investment objectives, risk tolerance, tax status, and liquidity needs. Income may be subject to the alternative minimum tax (AMT) and/or state and local taxes, based on the state of residence.

Author

  • 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.

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Peter Higgins
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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;
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