Shelton Tactical Credit Fund Investor Class (DEBTX)

Overview

The company described specializes in investment management, focusing particularly on credit-related instruments. It operates with a strategy of allocating at least 80% of its net assets, in addition to any funds borrowed for investment purposes, towards a diverse range of credit-related assets. This approach underlines the company's commitment to investing predominantly in the credit market, with the flexibility to allocate 100% of its net assets to any single category within this asset class. Such a strategy suggests a potentially aggressive yet versatile investment policy aimed at exploring the varied opportunities within the credit markets.

Products and Services

• Credit-Related Instruments Investment

  This service encompasses the company’s core focus on investing in credit-related assets. The term 'credit-related instruments' broadly refers to any financial assets that are influenced by credit risk or credit quality, including but not limited to, corporate bonds, government debt, credit derivatives, and structured credit products. The company's approach allows for significant exposure to these assets, with the capability to invest up to 100% of its net assets in them, depending on market conditions and investment opportunities.

• Borrowing for Investment Purposes

  In addition to direct investment in credit-related instruments, the company also engages in borrowing for the purpose of further investment. This strategy indicates a leverage approach, where the company uses borrowed funds to increase its investment capacity beyond its immediate net assets. This could potentially amplify returns for investors but also involves higher risk, given the use of borrowed capital in investment activities.