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Green California Tax-free Income Fund Investor Shares (CFNTX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 36.46M
Shelton California Tax-Free Income
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- Overview
- Profile
- Historical Data
- Holdings
CFNTX Overview
On this page you'll find an in-depth profile of Green California Tax-free Income Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of CFNTX among other information.
Investment Strategy
The investment seeks high current tax-free income for California residents. Under normal market conditions, it is the fund's fundamental policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in California municipal bonds, that are exempt from federal and California state income taxes, although generally the percentage is much higher. The fund's duration typically ranges from four to twelve years. It is non-diversified.
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. | ||
| William Mock | Portfolio Manager | 2010 | Now |
| 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. | ||
| Stephen C. Rogers | CEO, Portfolio Manager | 2003 | Now |
| Biography | Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa. | ||
| David S. Falk | portfolio manager1 | 2019 | 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. | ||
| John Harnisch | - | 2017 | 2019 |
| Biography | John Harnisch, CFA, joined Shelton Capital Management in 2016 and is a Portfolio Manager on the Shelton Tactical Credit Fund. Prior to joining the firm, John was a portfolio manager at Acuity Capital Management, and he worked previously for Babson Capital Management. John earned a BA in Economics from Trinity College in 2002 and earned the CFA charter in 2006. He is currently a member of the Hartford CFA Society and the CFA Institute. | ||
| Charles Sandmel | - | 2015 | 2017 |
| Biography | Charles Sandmel joined the firm in 2015 as Portfolio Manager for the Fixed Income Separately Managed Account strategy. Charles, formerly an Investment Advisor Representative with First Affirmative Financial Network, is a 25-year veteran municipal analyst and portfolio manager specializing in the integration of bond investing with responsible, green investment principles. For over twenty years before joining Shelton Capital, Charles managed bond portfolios for individual and institutional clients for two insurance companies and a Registered Investment Advisor. He has also performed municipal bond analysis for a major brokerage house and a financial guaranty firm. Charles graduated with a Master of Public Administration degree from New York University and took further courses in finance at Boston University and the University of Michigan. He is a past Chairman of the Municipal Analysts Group of New York. | ||
| Christopher P. Browne | - | 2004 | 2010 |
| Biography | Browne joined CCM Partners in October 2004. Prior to joining the firm, he worked in a variety of investment evaluation roles in asset management companies such as: Autodesk Ventures, Dresdner Kleinwort Benson, Harris Bretall Sullivan & Smith, and Pacific Income Advisers. He is a member of the San Francisco Society of Financial Analysts, as well as Beta Gamma Sigma. Browne holds the Chartered Financial Analyst designation. | ||
| Gregory S. Kaplan | Portfolio Manager | 2003 | 2004 |
| Biography | Mr. Kaplan joined the former City National Asset Management (predecessor to City National Rochdale) in 2004. As Director of Fixed Income, he is responsible for both taxable and tax-exempt fixed income management across the firm. Mr. Kaplan is a member of the firm’s asset allocation committee and is the lead manager on the City National Rochdale California Tax-Exempt Bond Fund. Prior to joining City National, he served as Vice President and Portfolio Manager for Robertson Stephens Asset Management, where he was responsible for managing the fixed income separate account business. Other past positions include Portfolio Manager at Mentor Investment Group (now Wachovia), Vice President at NationsBank (now Bank of America), and Financial Analyst at Prudential Insurance Company’s Securities Lending unit. Mr. Kaplan holds a BS in Finance from Rutgers University in New Jersey and an MBA in Finance from The Pamplin School of Business at Virginia Tech. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco. | ||
| Phillip W. McClanahan | Director | 1985 | 2004 |
| Biography | McClanahan is director of investments with CCM Partners, his employer since 1985. Previously, he spent one year as a vice president and portfolio manager with Transamerica Investment Services and 18 years a portfolio manager and analyst with Fireman's Fund Insurance. He also spent one year as a credit analyst with Empire Trust Company and one year with Kidder Peabody as a registered representative. | ||
| William Mock | Portfolio Manager | 2002 | 2003 |
| 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. | ||
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