| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 22, 2025 | Shelton International Select Equity Fund | 13.7% | - | 7751.T, 9766.T, 9962.T, STN.TO | Dollar, Europe, gaming, international, Japan, Outperformance, Trade Policy | The U.S. Dollar Index declined further in Q2, falling an additional 7% during the quarter and finishing down over 10% year-to-date. This provided significant tailwinds for international equity returns when measured in USD terms. The dollar's structural weakening trend appears likely to continue, supported by narrowing growth differentials and Federal Reserve policy accommodation. | 7751.T 9962.T 9766.T STN.TO 9766 JP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Shelton International Select Equity Fund | Konami Group Corp | Communication Services | Interactive Media & Services | Bull | Tokyo Stock Exchange | Digital Entertainment, Equity, Franchises, Gaming, growth, Japan, Video games | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||