Portfolio Manager Bruce Kahn, on Carbon Capture and Energy Transition Initiatives
Portfolio Manager Bruce Kahn, Ph.D, highlights the ongoing commitment to investments centered around carbon capture and other energy transition initiatives
April 2025
Barry Martin Joins Chuck Jaffee on Money Life Podcast at Future Proof Citywide
Barry Martin, Portfolio Manager, recently joined Chuck Jaffe on his Money Life podcast to discuss where investors can use options as an overlay to potentially boost returns.
Insights from Steve Rogers with NAPA on 401(k) Plan Participants Interest in the Nasdaq-100
Steve Rogers, CEO of Shelton Capital Management, explains key findings with the National Association of Plan Advisors (NAPA) from the SCM Annual Nasdaq-100 Retirement Survey showing plan participants are increasingly eager to include the Nasdaq-100 in their 401(k) plans.
Shelton CEO, Steve Rogers, Joins Gregg Greenberg on Investment News
Steve Rogers, CEO, Shelton Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why he selects investment products linked to the Nasdaq-100 for client portfolios, especially for retirement accounts.
March 2025
March Madness in the Bond Market
As you fill out your brackets, here are some thoughts from Portfolio Manager Jeffrey Rosenkranz on march madness in the bond market.
NASDX Secures a Top 10 Spot in Kiplinger’s Mutual Fund Rankings for 2025
The Shelton Nasdaq-100 Index Fund (ticker: NASDX) has been recognized among their top Large Cap Funds with a 17.79% 10-year annualized return (TTM from M* ending on 12/31/24).
February 2025
CIO & Portfolio Manager Derek Izuel Featured On Nasdaq Trade Talks with Jill Malandrino
Celebrating Success with 40 Years of the Nasdaq-100. “The Nasdaq has captured a whole host of innovative trends and technologies over its whole history.” — Derek Izuel, CIO & Portfolio Manager at Shelton Capital Management.
January 2025
Shelton Capital Management Global Investment Outlook 2025
As 2025 dawns, global markets appear to be pricing in a benign macroeconomic future.
Portfolio Manager Jeffrey Rosenkranz Joins Schwab Network with Oliver Renick
Portfolio Manager Jeffrey Rosenkranz Speaks with Schwab Network's on the corporate bond market in 2025.
December 2024
Shelton Capital Management: CIO Minute (December 11, 2024)
In this week’s CIO Minute, Derek Izuel examines the S&P 500's historic November rally, valuations, and potential catalysts.
