International Strategies

Explore Shelton Capital Management’s International Lineup

International investing can give investors access to companies, industries and economic trends outside the United States. Shelton Capital Management offers a range of international strategies designed to help investors broaden equity exposure through developed and emerging markets. 

These strategies include the Shelton International Select Equity Fund, separately managed accounts and the Shelton Emerging Markets Fund. Together, they offer multiple ways to access international opportunities through Shelton Capital Management’s research and portfolio construction approach. 

Shelton Capital Management’s International Strategies are designed to provide investors with international equity exposure through focused portfolio offerings across global markets. 

For advisors, Shelton’s International Strategies may support conversations around global diversification, non-U.S. equity exposure and access to international and emerging markets through professionally managed portfolios. 

Potential advisor discussion points: 

  • Expanding client equity exposure beyond the U.S.
  • Accessing global companies through concentrated portfolios.  
  • Complementing domestic equity allocations.
  • Distinguishing developed international and emerging markets exposure.  
  • Matching international strategies to broader portfolio objectives. 

Shelton Capital Management’s international investing philosophy is based on the view that attractive companies and investment opportunities are not limited to the U.S. In a global economy, investors may benefit from access to businesses operating across different regions, sectors and market environments. 

The firm’s international offerings are designed to help investors reach those opportunities through focused strategies that provide exposure to developed international markets, emerging markets and select international equity portfolios. This approach may be relevant for investors who want to broaden their opportunity set and diversify sources of equity exposure over time. 

Contact Us for More Information

WA OR CA NV ID MT AK HI WY UT CO AZ NM TX OK AR KS NE SD ND MN IA MO WI MI IL IN OH KY TN WV MS AL GA FL SC NC VA LA DE MD PA NY ME VT NH MA RI CT NJ
Laura Bevill, CAIA
West Region Laura Bevill, CAIA Director, Advisor Services
Jason Shidler
Central Region Jason Shidler Director, Advisor Services
Matt Gunter
Great Lakes Region Matt Gunter Director, Advisor Services
Jeff Medina
Southeast Region Jeff Medina Director, Advisor Services
Josh Fudge
Northeast Region Josh Fudge National Sales Manager
West — Laura Bevill, CAIA
Central — Jason Shidler
Great Lakes — Matt Gunter
Southeast — Jeff Medina
Northeast — Josh Fudge
Institutional Sales — Tony Brown

Important Considerations

Available Sites

For Institutions and Consultants

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.

For Financial Professionals

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.

Individual Investors

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.