While it is the first foray into active large cap strategies for Shelton, the timing may be perfect, according to FUSE Research managing partner Neil Bathon. “It is going to take time to build a track record and what better time to buy stocks than when they have been beaten down to much lower levels than even a few months ago,” Bathon said. “Also, given that the fund is going to be a concentrated portfolio, I think they give themselves a shot at coming out of the box with very strong relative returns.”
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Article published on June 17, 2022