| Fund Inception | 03/12/2013 |
| Name of Issuer | Shelton Capital Management |
| Fund Advisor(s) | Shelton Capital Management |
| Sub-Advisor(s) | -- |
Fund Managers for NEXTX
Derek Izuel
Portfolio Manager since 10/10/2022
Mr. Izuel is Managing Director and Chief Equity Officer of HighMark and has been associated with HighMark since 2008. Prior to joining HighMark, Mr. Izuel was a senior portfolio manager for Invesco from 1997 to 2008. Mr. Izuel earned a BS in computer science from the University of California at Berkley and an MBA from the Ross School of Business at the University of Michigan. Mr. Izuel is a CFA charterholder and belongs to the CFA Society of San Francisco and the Chicago Quantitative Alliance .
Bruce Kahn
Portfolio Manager since 10/10/2022
Bruce has over 25 years of relevant academic, environmental and investment management experience. From 2008 - 2012, Bruce was a Director at Deutsche Asset Management where he served as an investment strategist conducting analytical research on sustainable investing. Bruce also managed a Sustainable Investment portfolio at Citi Smith Barney, across a broad mix of sectors including sustainability leaders, agri-business, clean tech and renewable energy companies. Bruce is a Lecturer at Columbia University's Earth Institute in the Sustainability Management Program and holds a PhD in Land Resources from University of Wisconsin, Madison.
