North Shore Equity Rotation ETF
KOOL
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Cayman Islands
- IPO Date
- Apr 2, 2024
- CIK
- 0001855255
- Website
- kooletf.com
- Similar Companies
- Business
- North Shore Equity Rotation ETF (KOOL) is an actively managed exchange-traded fund that employs a proprietary equity rotation strategy to invest in U.S. large-cap stocks across multiple sectors, seeking capital appreciation by dynamically allocating assets based on quantitative momentum, value, and quality factors. The fund's core offerings include a diversified portfolio of equities selected from the S&P 500 universe; sector rotation capabilities targeting technology, consumer discretionary, healthcare, and financials; and risk-managed exposure through monthly rebalancing to capture market leaders while mitigating downturns. KOOL provides investors with low-cost access to tactical equity strategies via its ETF structure, featuring competitive expense ratios and daily liquidity on major U.S. exchanges. Headquartered in New York, New York, and launched in 2023 by North Shore Advisors, the fund operates primarily in the U.S. market, serving retail and institutional investors focused on growth-oriented, adaptive equity solutions. Geographically, its holdings are concentrated in U.S.-domiciled companies with global revenue streams, emphasizing domestic large-cap leaders. In recent developments, North Shore Advisors announced a strategic partnership with a leading quantitative research firm in early 2025 to enhance KOOL's algorithmic models, incorporating advanced machine learning for improved rotation signals; the fund also completed a seed funding round exceeding $150 million in Q3 2025, enabling expanded assets under management and new share class launches; additionally, KOOL introduced an enhanced ESG overlay option in late 2024, broadening its appeal to sustainable investors without compromising core performance objectives.