DEBTX

About DEBTX

Shelton Tactical Credit Fund Investor Class is a mutual fund designed to pursue both current income and capital appreciation through an active, opportunistic approach to the credit markets. The fund employs a distinctive "credit long/short" investment strategy, combining a top-down macroeconomic perspective with bottom-up fundamental analysis. This allows it to invest in a diverse portfolio of credit-related instruments, including U.S. high yield and investment-grade municipal and corporate bonds, without restrictions on issuer size, geographic location, credit quality, or maturity. The strategy focuses on identifying relative value, event-driven, special situation, and arbitrage opportunities, and may take long positions in undervalued securities and short positions in overvalued ones. Derivatives such as futures, options, and credit-default swaps are frequently used for hedging and tactical adjustments. Shelton Tactical Credit Fund plays a significant role in the nontraditional bond segment, aiming to deliver differentiated returns that are less correlated to traditional fixed-income benchmarks. Its flexible mandate allows potential participation in both stable and distressed credit markets, providing nuanced exposure for investors seeking a dynamic bond allocation.