About SISEX
Shelton International Select Equity Fund Institutional Class is an actively managed mutual fund focused on international equities, designed to achieve long-term capital appreciation. Its investment approach centers on building a concentrated portfolio of 30 to 50 stocks, primarily comprising mid- and large-cap companies headquartered outside the United States. The fund employs a distinctive selection process that blends fundamental, data-driven analysis—including the use of data science and machine learning—to identify companies with compelling economic returns and robust reinvestment rates. This methodology aims to deliver strong performance while balancing risk through prudent portfolio management.
Highlighted sectors within the portfolio include healthcare, energy, financial services, consumer defensive, and industrials, underscoring its broad exposure to various industries in both developed and developing markets. The fund’s holdings span multiple regions, with significant allocation to Japan, North America (excluding the U.S.), the United Kingdom, South America, Africa, the Middle East, and Australia. Institutional investors are required to meet a high minimum investment threshold, reflecting its tailored approach for larger portfolios. Shelton International Select Equity Fund Institutional Class plays a vital role for investors seeking diversified, non-U.S. equity exposure within the global financial markets, leveraging a high-conviction, research-intensive process to navigate international opportunities and risks.
Fund Family Shelton Capital Management
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol SISEX
Share Class Institutional Class
Index MSCI AC World ex USA NR USD
SISEX had a total return of 17.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.97%.
