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Insight/Private Equity Replication

SummerHaven Private Equity Natural Resources Strategy Index (SHPEN)

November 13, 2018

The SummerHaven Private Equity Natural Resources Strategy Index (SHPEN) attempts to replicate the long-term return characteristics of a diversified natural resources private equity (NRPE) allocation through investments in publicly-traded equities. The index takes a systematic approach to select publicly-traded securities with the characteristics of firms that have historically been acquired by NRPE funds. Contrary to a direct investment in NRPE, the index does not employ leverage, and is valued daily.