Shelton Equity Premium Income ETF · AMEX:SEPI
Shelton Equity Premium Income ETF — Shelton Capital Management — Investor Presentation (June 2026)
15 slides from Shelton Equity Premium Income ETF's investor presentation, Jun 30, 2026
Slide 1: Shelton Core Fixed Income Strategies 2Q 2026 Presentation
Shelton Core Fixed Income Strategies 2Q 2026 Presentation I Shelton Capital Management June 30, 2026 THIS PRESENTATION IS FOR FINANCIAL PROFESSIONAL USE ONLY.
Slide 2: Important Information
2nd Quarter 2026 I Important Information I Past performance does not guarantee future results. Prospective clients should carefully consider the fees and expenses associated with any investment. All investments carry a certain degree of risk, including the possible loss of principal and there are sp
Slide 3: Section 1: About Us
I Section 1: About Us THIS PRESENTATION IS FOR FINANCIAL PROFESSIONAL USE ONLY. SHELTONCAP.COM 3
Slide 4: Shelton Capital Management
2nd Quarter 2026 Section 1: About Us I Shelton Capital Management Founded Shelton Capital Management is a multi-strategy boutique asset manager offering separately managed 1985 accounts, mutual funds, and exchange traded funds to investment advisors and their clients, retirement Headquarters plans,
Slide 5: Fixed Income & Institutional Services Team
2nd Quarter 2026 Section 1: About Us I Fixed Income & Institutional Services Team Peter Higgins - Head of Fixed Income & Senior Portfolio Manager • Peter has over 25 years of global leveraged finance experience across investment banking, capital markets, high yield trading/research, and portfolio ma
Slide 6: Section 2: Fixed Income Management
I Section 2: Fixed Income Management THIS PRESENTATION IS FOR FINANCIAL PROFESSIONAL USE ONLY. SHELTONCAP.COM 6
Slide 7: Shelton Fixed Income
2nd Quarter 2026 Section 2: Fixed Income Management I Shelton Fixed Income Objective: • Seeks to outperform an appropriate benchmark on a risk-adjusted basis over a complete market cycle. Strategy: • Active, high quality, disciplined investment approach and philosophy • Market and technical analysis
Slide 8: Investment Management
2nd Quarter 2026 Section 2: Fixed Income Management I Investment Management An effective Investment Policy Statement (IPS) along with prudent Asset Allocation and Monitoring are essential tools used in determining your portfolio’s overall success. High Quality Bonds, like a strong and enduring found
Slide 9: Fixed Income Process
2nd Quarter 2026 Section 2: Fixed Income Management I Fixed Income Process We employ a disciplined five-stage portfolio management process that adjusts the interest rate sensitivity, maturity structure, and sector allocation of the portfolios and attempts to preserve the real purchasing power of inv
Slide 10: Shelton Aggregate Bond Strategy
2nd Quarter 2026 Section 2: Fixed Income Management I Shelton Aggregate Bond Strategy Optimal for clients seeking a core fixed income approach that maximizes the diversification benefits of high quality fixed income assets relative to equity investments. Portfolios are invested in highly liquid, inv
Slide 11: Intermediate Aggregate Bond Strategy
2nd Quarter 2026 Section 2: Fixed Income Management I Intermediate Aggregate Bond Strategy Appropriate for clients seeking a more conservative fixed income approach than a core bond product. Portfolios are invested in highly liquid, investment grade securities, with final expected maturities no grea
Slide 12: Shelton Low Volatility Bond Strategy
2nd Quarter 2026 Section 2: Fixed Income Management I Shelton Low Volatility Bond Strategy We offer a variety of short-term fixed income solutions for clients seeking a more reliable source of current income than short-term investments, such as money markets or CD’s, with substantially less principa
Slide 13: Shelton Aggregate Bond Strategy Composite
2nd Quarter 2026 Section 2: Fixed Income Management I Shelton Aggregate Bond Strategy Composite To access the full GIPS Report, please visit this link: https://go.sheltoncap.com/l/752533/2023-09-25/7kny8t Shelton Capital Management claims compliance with the Global Investment Performance Standards (
Slide 14: Shelton Intermediate Aggregate Bond Strategy Composite
2nd Quarter 2026 Section 2: Fixed Income Management I Shelton Intermediate Aggregate Bond Strategy Composite To access the full GIPS Report, please visit this link: https://go.sheltoncap.com/l/752533/2023-09-25/7kny8q Shelton Capital Management claims compliance with the Global Investment Performanc
Slide 15: Shelton Low Volatility Bond SMA Strategy Composite
2nd Quarter 2026 Section 2: Fixed Income Management I Shelton Low Volatility Bond SMA Strategy Composite To access the full GIPS Report, please visit this link: https://go.sheltoncap.com/l/752533/2023-10-02/7kpnb1 Shelton Capital Management claims compliance with the Global Investment Performance St
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