Tortoise North American Energy Corporation
11550 Ash Street
Suite 300
Leawood,
KS 66211
United States - Map
Phone: 913-981-1020
Fax: 913-981-1021
Web Site: http://www.tortoiseadvisors.com
| Tortoise North American Energy Corporation is a close-ended equity mutual fund launched and advised by Tortoise Capital Advisors, L.L.C. The fund primarily invests in the public equity markets of North America. It typically invests in companies in energy sectors. The fund invests in a portfolio consisting primarily of publicly traded Canadian royalty trusts and income trusts and publicly traded United States master limited partnerships with an emphasis on the midstream and downstream North American energy sector. It employs a combination of fundamental and quantitative analysis to create its portfolios. The fund benchmarks the performance of its portfolios against the FTSE NAREIT Equity REIT Index and Dow Jones Utility Average Index. Tortoise North American Energy was formed on October 26, 2005 and is domiciled in the United States. |
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| Key Statistics |
| |
| | Pay | Exercised | Mr. H. Kevin Birzer CFA, 49
Chairman, Portfolio Mang. and Member of Exec. Committee |
$
0 | N/A | Mr. David John Schulte CFA, 46
Chief Exec. Officer and Portfolio Mang. |
N/A
| N/A | Mr. Robert J. Thummel CPA,
Pres |
N/A
| N/A | Mr. Terry Clyde Matlack CFA, 53
Chief Financial Officer, Principal Accounting Officer, Portfolio Mang., Director and Member of Exec. Committee |
$
0 | N/A | Mr. Kenneth P. Malvey CFA, 43
Sr. VP, Portfolio Mang. and Treasurer |
N/A
| N/A |
|
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Dollar amounts are as of
31-Dec-05
and compensation values are for the last fiscal
year ending on that date. "Pay" is salary, bonuses, etc. "Exercised" is the value of
options exercised during the fiscal year.
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1.48% Nasdaq 
0.10 (0.52%) 
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