The No. 2 mutual fund manager of 2019 is a green energy and tech investor. He told us how he picks the companies with the brightest futures — and offered a peek into his portfolio. Garvin Jabusch told Business Insider how he chooses companies for the tech and renewable energy-focused Shelton Green Alpha fund, the second-best performer among large-cap mutual funds in 2019. Jabusch says he's succeeded investing in innovators with strong intellectual property positions and that are benefiting from long-lived economic trends. He says he combines that approach with a value and fundamental-based philosophy that emphasizes revenue growth and cash flows. Click here for more BI Prime stories . Investing in the technologies of the future involves keeping track of things that aren't easily measured in numbers. But Garvin Jabusch managed to stay on top of them in 2019, and then some. He co-manages the Shelton Green Alpha Fund , which invests in innovative technologies and beat 97% of its peers. With a 43.7% return, it ranks number two among large cap US mutual funds for the year, according to Kiplinger. While the fund had endured a couple of rough years before that, Jabusch says his strategy hasn't changed since its inception in 2013.