Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
10.240
+0.010
+0.10%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Shelton Tactical Credit Institutional (0P0000ZNDC)
Add to/Remove from a Portfolio
Add to Watchlist
Cedar Ridge Unconstrained Credit Fund Institutiona
10.240
+0.010
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
0P0000ZNDC Overview
On this page you'll find an in-depth profile of Shelton Tactical Credit Institutional. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZNDC among other information.
Investment Strategy
The investment seeks current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in various credit-related instruments. The fund may invest up to 100% of its net assets in any one of the categories of instruments included in the preceding sentence.
Contact Information
Address
Ste. 2550, Denver, CO 80202
Denver,CO 80202
United States
Denver,CO 80202
United States
Phone
1-800-955-9988
Fax
415-421-2019
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter Higgins | Portfolio Manager | 2022 | Now |
| Biography | Peter Higgins has over 25 years of experience in fixed income investing, most notably as Partner and Lead Portfolio Manager at both Ares Management and BlueBay Asset Management. Previously, Peter specialized in global leveraged finance at investment banks such as Deutsche Bank AG, Goldman Sachs & Co. and Credit Suisse in both London, England, and New York City. Peter earned a bachelor’s degree in Economics-Political Science from Columbia University. | ||
| Jeffrey A. Rosenkranz | portfolio manager1 | 2013 | Now |
| Biography | Mr. Rosenkranz is a portfolio manager of the Tactical Credit Fund. Mr. Rosenkranz joined Shelton Capital Management on January 2019. He has 21 years of experience investing in the credit markets, with an emphasis in high yield, distressed debt, and special situations. Prior to joining Shelton Capital Management, he was a Partner, Co-CIO and member of the portfolio management team at Cedar Ridge Partners, LLC since 2013, and prior to that a Partner and the Director of Research for Cooperstown Capital Management from 2009 to 2013, and a Founding Principal and Co-Head of Research for Durham Asset Management from 2003 to 2009. He began his career at Ernst & Young LLP and The Delaware Bay Company. He holds an M.B.A. (Finance and Accounting) from the Stern School of Business at New York University and received a B.A. (Economics and Spanish) from Duke University. He is also Certified Public Accountant. | ||
| William Mock | Portfolio Manager | 2017 | 2024 |
| Biography | Bill Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. Bill rejoined the firm in February 2010 after serving as a portfolio manager for California Investment Trust from 2001 to 2003. Bill left the firm to join TKI Capital Management, a convertible arbitrage hedge fund, where he served as head trader through 2006. Bill holds a B.S. degree in Electrical Engineering from Kansas State University and an MBA with Honors from the University of Chicago Graduate School of Business. | ||
| David S. Falk | portfolio manager1 | 2013 | 2023 |
| Biography | David S. Falk is a portfolio manager . Mr. Falk joined Shelton Capital Management on January 2019. He has over 36 years of fixed income experience, with an emphasis on municipal bonds and structured finance. Prior to joining Shelton Capital Management, he was a member of the portfolio management team at Cedar Ridge Partners, LLC since 2009, and prior to that served as an investment banker, research analyst and trader specializing in municipal bonds at firms including Bear, Stearns & Co. Inc. and Lazard Frères & Co. He holds a Master of Regional Planning degree from the University of North Carolina at Chapel Hill and received a B.A. (Economics and Urban Studies) from Northwestern University. | ||
| Guy J. Benstead | Partner, chief compliance Officer, co-Portfolio Manager | 2013 | 2021 |
| Biography | Guy Benstead is a Portfolio Manager for the Shelton Tactical Credit Fund and the Firm’s fixed income separately managed accounts. Mr. Benstead has over 33 years of fixed income experience in the credit and interest rate markets at firms including Cedar Ridge Partners, LLC, Bear Stearns & Co. Inc. and Drexel Burnham Lambert. He earned an MBA from the Columbia University Graduate School of Business and received a B.A. from the University of California, Davis. | ||
| Alan E. Hart | Portfolio Manager, managing Partner, CIO | 2013 | 2019 |
| Biography | Mr. Hart is the Managing Partner and Co-Chief Investment Officer of Cedar Ridge Partners, LLC. He serves as a Portfolio Manager for Cedar Ridge Investors Fund I, LP, Cedar Ridge Unconstrained Credit Fund and the Firm’s separately managed accounts, and is a member of the Firm’s Investment Committee. The Founder of Cedar Ridge Partners in 2004, Mr. Hart has over 33 years of fixed income experience in the structuring and trading of municipal bonds and high-yield transactions at firms including Bear, Stearns & Co. Inc., Goldman, Sachs & Co. and The First Boston Corporation. He holds an M.B.A. (Finance) from the Columbia University Graduate School of Business and received a B.S. (Business) from California State University, Chico. | ||
| Jeffrey M. Hudson | Partner | 2013 | 2017 |
| Biography | Mr. Hudson is a Partner of Cedar Ridge Partners, LLC. He has been involved in the securities industry since 1993 and is a member of the Portfolio Management Team and the firm’s Investment Committee. Prior to joining Cedar Ridge in 2006, he worked in the securities industry for firms including Lehman Brothers where he focused on high yield and distressed municipal debt, Charles Schwab & Co. and Smith Barney. He holds an M.B.A. (Finance) from the University of Connecticut and received a B.A. (History and Political Science) from Syracuse University. | ||
Write your thoughts about Shelton Tactical Credit Institutional
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review