SummerHaven Private Equity Natural Resources Strategy Index SHPEN

SummerHaven Private Equity Natural Resources Strategy Indexsm (“SHPEN”)

The SummerHaven Private Equity Natural Resources Strategy IndexSM (SHPEN) attempts to replicate the long-term return characteristics of a diversified natural resources private equity (NRPE) allocation through investments in publically-traded equities. The index applies the methodology of the SummerHaven Private Equity Strategy IndexSM specifically to the natural resources sector, including the following areas:

  • Energy
  • Metals and mining
  • Fertilizers and agricultural chemicals
  • Construction materials
  • Paper and forest products paper packing
  • Agricultural and farm machinery
  • Construction machinery and heavy trucks
  • Tire and rubber
  • Food products

The historical performance of SHPEN meets or exceeds those of diversified NRPE benchmarks such as the PrEQIn Natural Resources Index1, and the performance of public natural resources benchmarks such as the S&P North American Natural Resources Index2.

SHPEN has had comparable cumulative returns compared to two natural resources benchmarks: The S&P North American Natural Resources (NR) Index and the PrEQIn Natural Resources Index.

Sources: Preqin, Standard & Poor’s, SummerHaven Index Management

Through its security screening process, the SHPEN selects natural resource equities with EV/EBITDA ratio similar to the SHPEI.

Source: SummerHaven Index Management

The SummerHaven Private Equity Natural Resources Strategy Index invests in publicly-traded equities and provides similar performance to the PrEQIn Natural Resources Index and the S&P North American Natural Resources Index. Like the SummerHaven Private Equity Strategy Index, the SHPEN also mimics what private equity managers do through a similar proprietary selection methodology. The SHPEN maintains its valuation discipline in the same way as the SummerHaven Private Equity Strategy Index.

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1 The Preqin Natural Resources Index captures the average returns earned by investors in their natural resources portfolios, based on the actual amount of money invested in each partnership.

2 S&P North American Natural Resources Sector Total Return Index. Available on Bloomberg as index ticker SPGINRTR.