| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 22, 2025 | Shelton Emerging Markets Fund | 11.1% | - | 1093.HK, IGTI11.SA, JD, WIT | commodities, Dollar, earnings, emerging markets, Fed policy, Trade Policy, Valuations | Six consecutive months of dollar weakness boosted EM currency translations and helped moderate imported inflation. The trade-weighted index of the dollar versus foreign currencies is down over 10% so far this year, creating favorable conditions for emerging market performance. | JD WIT IGTI11.SA 1093.HK JD WIT IGTI11 BZ 1093 HK |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Shelton Emerging Markets Fund | Iguatemi S.A. | Real Estate | Retail REITs | Bull | B3 (Brasil Bolsa Balcão) | Asset Acquisition, Brazil, Emerging markets, Premium Assets, Real Estate, REITs, retail, shopping centers | 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. | ||||||||