Letters by company

Talos Energy INC.

1 letter discussing TALO. Everything written about it on this site is on its ticker page.

Shelton Capital Management Shelton Tactical Credit Fund 3Q 2026 Commentary Shelton Tactical Credit Fund added to high-conviction credits during the rates-driven selloff, using a large cash balance, short duration and hedges to manage volatility. The fund favors shorter-duration BBB and BB bonds, select single-B and CCC credits with credit-improvement catalysts, and event-driven investments while preparing to add duration opportunistically. 3Q 2026 —