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February 10, 2016 5:27 PM ET

Capital Markets

Company Overview of Shelton Greater China Fund

Company Overview

Shelton Greater China Fund is an open-ended equity mutual fund launched and managed by CCM Partners, L.P. It primarily invests in public equity markets of Greater China. The fund seeks to invest in the stocks of companies operating across diversified sectors. It employs a combination of fundamental and quantitative analysis with a focus on factors such as company’s financial condition, relative industry position, and company’s potential for success to create its portfolio. The fund benchmarks the performance of its portfolio against the MSCI Golden Dragon Index (net). It was formerly known as Taiwan Greater China Fund. Shelton Greater China Fund was formed in July, 1988 and is domiciled in t...

44 Montgomery Street

Suite 2100

San Francisco, CA 94104-4708

United States

Founded in 1988

Key Executives for Shelton Greater China Fund

Chairman, Chief Executive Officer and Member of Audit Committee
Age: 73
Chief Financial Officer, Chief Compliance Officer, Secretary and Treasurer
Age: 63
Head of Research
Vice President and Assistant Secretary
Age: 68
Portfolio Manager
Compensation as of Fiscal Year 2015.

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