Style: All-Cap Global Growth Equity
Benchmarks: MSCI ACWI Investable Market Index, S&P 500 Index, PowerShares WilderHill Clean Energy Index (PBW)
Mutual Fund Minimum Investment: $500 or $1,000
Separately Managed Account Minimum Investment: $100,000

The Green Alpha Next Economy Select Portfolio

  1. An actively managed, long-only equity stratey strategy seeking long-term capital growth
  2. The portfolio consists of 45-65 global companies driving the transition to the Next Economy
  3. As with all Green Alpha strategies, this portfolio is entirely focused on sustainable economics and has been fossil fuel free since inception
  4. This strategy is unique among Green Alpha portfolios, because it is available as a mutual fund investment vehicle in addition to separately managed account availability

Portfolio Fact Sheet

Green Alpha sub-advises the Shelton Green Alpha Fund (ticker: NEXTX), and, as such, the prospectus and other fund-specific materials can be found on the website hosted by our collaborator, Shelton Capital Management. http://sheltoncap.com/mutual-funds/domestic-equity/shelton-green-alpha-fund-fossil-free-investing/

We are always happy to have conversations about investing for the Next Economy and answers questions, so please don’t hesitate to call or email us: 303.993.7856 or info@greenalphaadvisors.com.


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  • Fossil fuel free portfolios

    In the 20th century, the world built a spectacular engine for economic growth, which delivered incredible, if deeply uneven, prosperity. The (unconstrained) use of natural resources—materials, water, land, energy and other forms of (largely unpriced) natural capital - cannot last. And because of that, the 20th-century growth model will no longer work.
    -How to Make Green Growth the New Normal, McKinsey Consulting, May, 2013

  • Environmentally conscious, financially pragmatic

    Sustainability is not a fad and it’s not a public relations exercise. It’s in the interest of the business community to continue to innovate through technology and increased transparency.
    -Sustainability Evolves from Fad to Force, CNBC editorial, June 30, 2009

  • Driven by science, demography and innovation

    We’re approaching irreversible warming as temperatures reach a ‘climate departure’ point from their historical averages
    -The projected timing of climate departure from recent variability, Camilo Mora, Nature, October 10, 2013