Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investments.

The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders.  Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life cycle, identify which stage a company is in at a particular time, and how the company is dealing with the issues they face.  Using GE and Netflix  as example, Andy applies their system of analysis to them and discusses how Shelton approaches these, and similar companies.  Focusing on international companies, he has taken on quite a challenge, which creates a very interesting investing analysis system and discusses it.  This is a different approach to company analysis and anyone interested in investing in inernational companies will find this discussion well worth the effort.

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