Investor Summary

Green Alpha Advisors is led by co-founders Garvin Jabusch (CIO) and Jeremy Deems (CFO/CCO), along with President Erika Karp, a recognized sustainable finance pioneer. Founded in July 2007, the firm has established itself as a specialist in ESG and sustainable investing with a focus on the 'Next Economy.' The team applies rigorous top-down and bottom-up investment processes, maintaining entirely fossil fuel-free portfolios that invest primarily in exchange-listed equity securities. The firm serves as sub-advisor to mutual funds including the Shelton Green Alpha Fund (NEXTX) and manages separate accounts for family offices, wealth advisors, and institutional clients.

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Fund Strategy

Green Alpha focuses on investing in the 'Next Economy™' - an economy that grows by addressing systemic global risks such as climate change, resource scarcity, and social inequality. Their investment methodology is described as 'unconstrained' and seeks companies that own the smartest intellectual property and are tackling major risks. The firm states that real risks related to climate change, resource degradation and scarcity, and widening inequality are rapidly materializing, and that innovative companies addressing systemic risks are leading long-term economic growth. Their mission is to preserve and grow clients' capital by building portfolios that tap into the innovation-driven, scalable, sustainable, efficient economy already unfolding.

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FUND PERFORMANCE AS OF 30th June 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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