| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jun 30, 2026 | Shelton Emerging Markets Fund | 15.0% | - | 000660 KS, 005930 KS, 2318.TW, 2379.TW, 2899.HK, 3711.TW, 402050.KS, 601318.SS, GEKTERNA.AT, INFY, ITUB | AI, emerging markets, energy, Memory, semiconductors, South Korea, Taiwan, valuation | 2454.TW 000660.KS GEKTERNA.AT 005930.KS |
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| 2026 Q1 | Mar 31, 2026 | Shelton Emerging Markets Fund | 3.8% | 3.8% | 005930 KS, 2360.TW, GEKTERNA.AT, HDFCBANK.NS, INFY | AI, Asia, Dollar, emerging markets, energy, Geopolitical, Oil Shock, semiconductors | HDFCBANK.NS GEKTERNA.AT 005930.KS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Fund Letters | Shelton Emerging Markets Fund | GEK Terna S.A. | Engineering & Construction | Construction & Engineering | Bull | Athens Stock Exchange | Aerospace, construction, Defense, Europe, Greece, Industrials, infrastructure, Strategic Partnerships | View Pitch |
| May 24, 2026 | Fund Letters | Shelton Emerging Markets Fund | GEK Terna | Engineering & Construction | Construction & Engineering | Bull | New York Stock Exchange | Capital Goods, construction, energy transition, European defense, Greece, infrastructure, renewable energy, Southern Europe | 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. | ||||||||