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Shelton Greater China Fund (SGCFX)

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Shelton Greater China Fund historical data, for real-time data please try another search
7.470 +0.010    +0.13%
21/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 6.87M
Shelton Greater China Fund 7.470 +0.010 +0.13%

SGCFX Overview

 
On this page you'll find an in-depth profile of Shelton Greater China Fund. Learn about the key management, total assets, investment strategy and contact information of SGCFX among other information.
Category

China Region

Total Assets

6.87M

Expenses

1.01%

Inception Date

May 12, 1989

Contact Information

Address 1875 Lawrence Street
Denver,CO 80202
United States
Phone 1-800-955-9988
Fax 415-421-2019

Top Executives

Name Title Since Until
Andrew Manton Portfolio Manager 2017 2018
Biography Andrew Manton is portfolio manager at Shelton Capital Management. Andrew Manton is a Senior Portfolio Manager for the Rivington Diversified International and Global Equity by WHV strategies, focusing on the distress and maturity stages of Rivington’s proprietary life cycle investment process as a fundamental analyst and assisting with the quantitative portion of the process, including maintaining models used for the life cycle-based equity screen, as well as using risk management tools to aid in portfolio management decisions. He has 10 years of investing experience, previously serving as a Senior Research Analyst and a member of the Large Cap Global Equities team at Victory Capital Management since 2008, an analyst in both the fundamental Active Equities and Quantitative Strategies groups at Deutsche Asset Management, and an equity analyst at Merrill Lynch. He has a BS in Finance from the University of Illinois at Chicago and an MBA with a concentration in Quantitative Finance and Accounting from the Tepper School of Business at Carnegie Mellon University.
Matthias A. Knerr Senior Portfolio Manager 2017 2018
Biography Matthias Knerr, CFA is a Senior Portfolio Manager for Rivington Select International Equity by WHV, focusing on the innovation and expansion stages of Rivington’s proprietary life cycle investment process and holding final decision-making authority on all investment decisions. He brings 20 years of investing experience to the team, most recently as the CIO of Global Equities at Victory Capital where he was also the lead manager on five investment strategies: Victory International Fund, Victory International Select, Global Equity, Global Select, and Global Select Long/Short. Additionally, Mr. Knerr served in various capacities at Deutsche Asset Management including lead manager of the DWS International and DWS International Select Equity strategies, co-manager of the Deutsche Global Select Equity portfolio and the Bankers Trust European Equity Fund, and as global head of industrials research. He has a BS in Finance and International Business from Penn State University and holds the Chartered Financial Analyst designation. .
William Mock Portfolio Manager 2012 2017
Biography William Mock has served as the lead portfolio manager for the U.S. Government Securities Fund, Short-Term U.S. Government Bond Fund, California Tax-Free Income Fund and United States Treasury Trust since 2010. Mr. Mock has served as portfolio manager of the Shelton Greater China Fund since 2012. He served as a portfolio manager for Shelton Capital Management from 2001 to 2003, managing the Short-Term U.S. Government Bond Fund, U.S. Government Securities Fund, California Tax-Free Income Fund and United States Treasury Trust. He left the firm in 2003 to work for TKI Capital Management, a convertible arbitrage hedge fund, where he served as head Trader until 2006. In 2007, Mr. Mock rejoined an affiliate of Shelton Capital Management, ETSpreads, and continues as a partner in this affiliate. Prior to 2001, Mr. Mock gained investment and trading experience at Societe Generale and Citibank, N.A. Mr. Mock earned a BS in engineering from Kansas State University and is an honors graduate of the University of Chicago Graduate School of Business MBA Program, with an emphasis in finance.
Kwok-On Fung Portfolio Manager 2011 2012
Biography Fung Kwok On is the portfolio manager of the Fund (the "Fund's Portfolio Manager") and has served as the Fund's Portfolio Manager since June of 2011. Mr. Fung Kwok On has been the team leader and the chief portfolio manager of the China Fund Management Team at Nikko since 2009.
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