North Shore Equity Rotation ETF (KOOL)
North Shore Equity Rotation ETF operates in the Asset Management industry of the Financial Services sector, headquartered in Charlotte, NC, US. The stock last traded at $14.89, up 0.89% on the session, giving a market capitalisation of $60.9M. Its beta of 0.94 implies it has historically moved less than the broad market.
KOOL aims to outperform the S&P 500 by dynamically allocating a global equity portfolio. The strategy aims to favor sectors historically known for strong performance across the business cycle phases: recession, recovery, expansion, and slowdown. It involves economic indicators and market trends, including current and forward-looking metrics to pinpoint these stages. This approach is reviewed monthly to ensure the portfolio remains aligned with changing economic conditions and market dynamics. Portfolio selection blends fundamental and technical analysis, along with top-down macroeconomic insights and industry trends such as GDP, employment, consumer spending, and inflation. It also utilizes both buy- and sell-side research to finalize the composition. Up to 20% of the assets may comprise fixed-income securities and option contracts to generate income and manage risks. Investments may include ETFs.
North Shore Equity Rotation ETF is most often compared with the following Financial Services names: