| 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 JP, 9766 JP, 9962 JP, STN CN | dollar weakness, fundamentals, International Equities, regional divergence, Valuations | The commentary discusses international equity outperformance driven by valuation discounts, dollar weakness, and regional policy divergence. Management highlights selective exposure to Europe and Asia while avoiding structurally weaker markets. Fundamentals are expected to matter more as dispersion rises. | 9766 JP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||