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.
Justin Sheetz
Portfolio Manager since 10/10/2022
Justin joined Shelton Capital Management in January 2022 as Portfolio Manager of the International Fund and the Emerging Markets Fund. His experience ranges from 12 years as an Investment Strategist at Blackrock/BGI’s Scientific Active Equity Group, 3 years as VP and Equity Analyst at HighMark Capital to 3 years as partner at Vitruvian Capital. Justin earned his MSc in Computational Finance and Risk Management from the University of Washington and a B.A. in International Studies from Colby College.