ESG Investing: Finding Value In A Sustainable Future

By all appearance, folks in and around the markets know a bit about ESG, short for Environmental, Social, and Governance. It’s probably fair to say that many in this growing crowd have been willing to give up a degree of upside potential in exchange for investing responsibly. ESG investments have, after all, earned a reputation for generating limited returns. The following advertisement from Shelton Capital Management has been sent to you via Mother Jones' email list. Mother Jones is a nonprofit, and most of our budget comes from readers like you, but revenue from advertisers helps us produce more of the hard-hitting journalism you expect. We never disclose your information to an advertiser. Mother Jones does not endorse any candidate, political organization, commercial product, or service, and the views expressed in this email do not constitute any endorsement or recommendation by Mother Jones. [Shelton Capital Management]( By all appearance, folks in and around the markets know a bit about ESG, short for Environmental, Social, and Governance. It’s probably fair to say that many in this growing crowd have been willing to give up a degree of upside potential in exchange for investing responsibly. ESG investments have, after all, earned a reputation for generating limited returns. However, we disagree. In fact, we suggest that a high-conviction, high-active share ESG portfolio can add meaningful value to any investor’s portfolio. ESG and Performance The Shelton Green Alpha Fund (NEXTX) employs multiple layers of positive screening in its stock selection process. At the highest level, the Fund’s strategy is to find companies with real opportunities to solve the world’s problems while paying a competitive price for the stock. Beyond beating 97% of its peers in Morningstar’s Mid-Cap Growth category with a 27.08% five-year annualized return, NEXTX has outperformed the broad market by nearly 9% for the same period. Perhaps more impressively, the Fund’s three-year returns topped the S&P 500 by more than 20%. Since its inception in March 2013, NEXTX returned an average of 19.15% per year. Average Annual Returns (ending 12/31/21) 1YR 3YR 5YR Since Inception NEXTX 2.65% 46.67% 27.08% 19.15% MSCI ACWI IMI (Net)* 18.22% 20.18% 14.11% 10.78% S&P 500 Composite Stock Index* 28.68% 26.03% 18.45% 15.81% *It is not possible for individuals to invest directly in an index. Performance figures for an index do not reflect deductions for sales charges, commissions, expenses or taxes. Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, please call our office at (800) 955-9988. ESG Going Forward We’re already witnessing an application of ESG factors to stock and bond analysis by a growing crowd of investors. The truth is that many investors would love to use their money to help improve the world, especially when investing with purpose can improve the bottom line. [Invest Now In A Sustainable Future]( [Garvin Jabusch and Jeremy Deems, Portfolio Managers of NEXTX]( Garvin Jabusch and Jeremy Deems, Portfolio Managers of NEXTX Important Information © 2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. [Important Information for Morningstar Rating.]( Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities. By clicking the links, you'll will leave this email and go to a third-party website. Shelton Capital Management does not control the content or privacy practices of the other websites and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site. It should not be considered investment advice. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security. It is possible to lose money by investing in a fund. Past performance does not guarantee future results. Any projections or other forward looking statements regarding future events or performance of markets, companies, or otherwise are not necessarily indicative or differ from, actual events or results. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities. Shelton Green Alpha Fund’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium-sized companies, even indirectly, may involve greater volatility than an investment in larger and more established companies. Short-term performance may reflect conditions that are unsustainable and thus may not be repeated in the future. Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit [www.sheltonfunds.com]( or call (800) 955-9988. A prospectus should be read carefully before investing. The Shelton Green Alpha Fund is distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. Green Alpha Advisors is not affiliated with either RFS Partners or Shelton Capital Management. INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE. 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