Chief Investment Officer, Derek Izuel, featured in Advisor Perspectives with Shelton Capital Management’s 2026 Investment Outlook.
Overview
The fund seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 30-50 stocks using a proprietary process that focuses on identifying companies that generate superior and consistent internal returns on capital in order to create shareholder value. The fund invests primarily in small-cap foreign equity securities.
Fund Objective
The Shelton International Select Equity Fund seeks to achieve long-term capital appreciation.
Process and Strategy Benefits
- Concentrated portfolio (30-50 stocks) with a high active share and relatively lower tracking error.
- Use data science and machine learning to access insight into the range of possible future outcomes and focus on those that we believe will deliver strong performance while contributing to the risk profile of the portfolio.
- Access to fast-growing, developing markets.
Strategy Considerations
- All investments involve risk including the possible loss of principal. There can be no assurance the strategy will achieve its investment objective.
- Foreign currency fluctuations can add volatility to foreign equity prices.
Management Team
Derek Izuel, CFA
Tony Jacoby, CFA
Common Questions
SISEX is a foreign large blend mutual fund that seeks long-term capital appreciation by investing in a concentrated portfolio of 30-50 international stocks using a proprietary process focused on companies that generate superior and consistent internal returns on capital.
The fund uses a distinctive Inside, Outside, Upside approach to international investing. The team uses data science and machine learning to access insight into the range of possible future outcomes, focusing on those believed to deliver strong performance while contributing to the risk profile of the portfolio.
A concentrated portfolio allows the management team to maintain high conviction in each position while achieving a high active share and relatively lower tracking error. This approach is designed to give investors differentiated exposure to fast-growing international and developing markets.
SISEX may be considered as an international equity allocation for clients seeking exposure to foreign large blend opportunities, particularly those who want access to fast-growing developing markets through an actively managed, concentrated approach alongside their domestic equity holdings.
Contact Us for More Information
We have a team of professionals dedicated to supporting the needs of our advisor clients.
Important Information
It is possible to lose money by investing in the Fund. 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. 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 in this document 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.
The MSCI ACWI ex USA is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed (excluding the United States) and emerging markets. Developed market countries include: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom. Emerging market countries include: Brazil, Chile, China, Colombia, the Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey, and the United Arab Emirates. Net total return indexes reinvest dividends after the deduction of withholding taxes, using (for international indexes) a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties. It is not possible to invest directly in an index.
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.
