NORTH SHORE INDICES, INC

Domain Expert Driven Indices, built for Investors.  

OUR INDICES

(see disclosures below)

North Shore Global Uranium Mining Index

The North Shore Global Uranium Mining Index is a one-of-a-kind, pure play uranium mining index. The index holds both miners and holders of physical uranium. It is tilted towards junior miners. 

Index returns shown prior to December 4, 2019 reflect back-tested performance, which is NOT actual performance, but is hypothetical. The back-tested return calculations are based on the same methodology that was in effect when the index was officially launched. However, back-tested returns reflect the application of the index methodology with the benefit of hindsight, and the index was developed with the benefit of knowing what such back-tested returns would show. The results of such back-tested returns were used to further the development of the index to maximize the back-tested returns for the index.

 

Index returns shown may not represent the results of the actual trading of investable assets because the index returns do not reflect the fees and expenses that would have been incurred in such trading. Additionally, the back-tested index returns assume that the index was fully invested (i.e., no cash was included). You cannot invest in an index.

 

Actual results may significantly differ from the back-tested returns being presented, and back-tested performance is not an indication of future results. This information  is provided for illustrative purposes only.

 

No entity achieved the backtested performance shown. 

 

Going forward, performance may be materially different from the backtested performance.

North Shore
Dual Share
Class Index

The North Shore Dual Share Class Index is a one-of-a-kind, pure play dual share class index. The index holds US-listed companies that have dual share class structures.

ABOUT US

North Shore Indices is an investor-led, index development, business.  Our objective is the creation of opportunistic, thematic indices whose construction is overseen by domain experts.  

We create pure-play indices on novel and/or out-of-favor, contrarian investment ideas.

 

OUR DOMAIN EXPERTS

Michael Alkin

Michael Alkin serves as the uranium expert for the North Shore Global Uranium Mining Index team. Widely regarded as a uranium industry thought leader, Michael Alkin is Chief Investment Officer and Founder of Sachem Cove Partners, LLC*.  At Sachem Cove, he leads the entirety of the investment process. He has over 20 years of hedge fund experience on long and short side with extensive short selling experience across many industries. Prior to founding Sachem Cove, among his positions he was an analyst and partner for 7 years at Knott Partners. Before Knott, he worked at Walker Smith Capital, Zweig-DiMenna and Windsor Partners.

 

*Sachem Cove Partners, LLC has no affiliation with North Shore Indices, Inc.  Michael Alkin is not responsible for making investment decisions for any investment vehicles which may be associated with indices created by North Shore Indices, Inc. 
 

Panos N. Patatoukas

Panos N. Patatoukas serves as the dual share class expert for the North Shore Dual Share Class Index. Panos is a tenured Associate Professor and the L. H. Penney Chair in Accounting at Berkeley-Haas. Panos received his PhD, MPhil, and MA from Yale, his MSc from the London School of Economics, and his BA in accounting and finance (class valedictorian) from Athens University of Economics and Business. Panos’ work focuses on interdisciplinary capital markets research and informs “micro-to-macro” and “macro-to-micro” questions bridging the gap between academics and practitioners. Panos has received several prestigious teaching and research awards, including the 2018 Distinguished Teaching Award, which is the highest award bestowed by the Chancellor of U.C. Berkeley for outstanding and meritorious teaching, the 2017 AAA/AICPA Notable Contributions to Accounting Literature Award, and the 2011 AAA Competitive Manuscript Award. For his record, Panos was selected as a top 10 Business School Professor under 40 by Fortune. Panos is the founding faculty director of the Berkeley executive education program on Financial Data Analysis.

 
 

TEAM

Tim Rotolo

North Shore is led by Tim Rotolo. Most recently Tim co-founded Sachem Cove Partners, a Uranium focused investment business. Tim is also the founder of Lloyd Harbor Capital Management, LLC.  Prior to founding Lloyd Harbor, Tim was a Vice President at Sandalwood Securities, Inc. a $1.25 billion fund of hedge funds focused on distressed, credit and event-driven strategies. Tim received his BA from Tufts University.

 

 

Press

 

URNMX

https://etfdb.com/news/2019/12/04/etc-launches-uranium-mining-etf-urnm/

https://www.businesswire.com/news/home/20191204005626/en/Exchange-Traded-Concepts-Launches-Uranium-Mining-ETF

https://www.etfstream.com/news/9875_uranium-pure-play-etf-lists-in-the-us/

https://www.etftrends.com/thematic-investing-channel/etc-north-shore-indices-launch-uranium-mining-etf-urnm/

https://www.etf.com/sections/daily-etf-watch/uranium-etf-has-junior-tilt

https://www.assettv.com/video/etf-show-market-outlook

https://seekingalpha.com/article/4311041-urnm-new-pure-play-option-for-uranium-investors

https://www.etfstrategy.com/north-shore-and-exchange-traded-concepts-partner-on-uranium-mining-etf-urnm-us-34949/

 

DUALSX

https://www.bnnbloomberg.ca/controversial-dual-class-stocks-get-their-very-own-etf-1.1369802

 


Articles of Interest

 

URNMX

https://moneyweek.com/520073/dangerous-dear-and-dying-the-consensus-on-nuclear-is-wrong/

http://l2capital.com.br/en/podcast/podcast-22-mike-alkin-uranium/

https://www.neimagazine.com/features/featurethe-tide-is-turning-7537362/

https://www.forbes.com/sites/michaelshellenberger/2019/05/06/the-reason-renewables-cant-power-modern-civilization-is-because-they-were-never-meant-to/#41935454ea2b

https://quillette.com/2020/01/02/false-humility-will-not-save-the-planet/

https://www.world-nuclear-news.org/Articles/IAEA-explains-nuclears-vital-role-in-a-carbon-free

https://www.nytimes.com/2020/01/08/opinion/nuclear-power-germany.html

https://www.energy.gov/ne/articles/11-reasons-why-doe-all-new-nuclear

https://www.wsj.com/articles/a-nuclear-milestone-for-climate-11576196316

DUALSX

https://www.nytimes.com/2019/11/27/opinion/tech-dual-class-stock.html

https://www.pionline.com/article/20190401/PRINT/190409997/commentary-dual-class-structures-rob-voices-of-shareholders

https://igopp.org/en/the-case-for-dual-class-of-shares-2/

https://news.bloomberglaw.com/bloomberg-law-analysis/analysis-will-investors-stick-with-dual-class-shares

© 2019 NORTH SHORE INDICES, INC