Global Energy Transition & AI Infrastructure Investment Strategy
A high-conviction global equities strategy focused on electrification, power infrastructure, and the physical backbone of AI-driven demand.
Emit Capital Asset Management invests in listed equities positioned at the centre of structural shifts in energy systems and digital infrastructure. Rising electricity demand, grid constraints, and energy security are driving sustained capital investment across global markets.
ECAM NEWS 16/3: Matt Dever Speaks with Ausbiz 'The Open'... Market impact of Iran conflict; Rise in volatility; Impact on Ai and Energy Transition themes
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ECAM NEWS 16/3: Matt Dever Speaks with Ausbiz 'The Open'... Market impact of Iran conflict; Rise in volatility; Impact on Ai and Energy Transition themes 〰️
Global Energy Transition Investment Strategy
Emit Capital Asset Management is a global investment manager focused on energy transition and AI infrastructure equities.
Our strategy targets companies benefiting from electrification, grid expansion, power generation and the rapid growth in data centre demand.
We invest across North America, Europe and Asia-Pacific in listed equities with strong competitive positioning, pricing power and earnings visibility.
- Electrification
- Grid Infrastructure
- Power Generation
- AI Infrastructure Demand
Core Investment Themes
Our strategy targets businesses exposed to the structural buildout of electrification, grid expansion, power reliability and AI-driven energy demand.
Grid Infrastructure
Transmission, distribution and network upgrades supporting a more electrified economy.
Electrification
Industrial efficiency, electrical systems and rising power intensity across global markets.
Power Generation
Renewable, nuclear and flexible generation supporting security, reliability and demand growth.
AI Power Demand
Energy systems and infrastructure enabling the expansion of data centres and digital compute.
Global Portfolio Exposure
Emit Capital provides access to differentiated regional and thematic equity portfolios aligned with electrification, grid investment, energy security and AI infrastructure demand.
Access Our Strategies and Latest Reports
Review our portfolio range and current reporting to understand how each strategy is positioned across regional and thematic opportunities.
Why It Matters Now
Energy demand is rising at a time when infrastructure investment has lagged for decades. Electrification and AI-driven data centre expansion are increasing power intensity globally.
This is driving renewed capital expenditure across grids, generation and supporting technologies.
- Electrification across industry and transport
- Grid modernisation and system resilience
- Power demand from AI and data centres
- Long-duration infrastructure investment cycle
Investment Approach
Our process combines high-conviction portfolio construction with active risk management, focusing on durable businesses positioned to benefit from structural demand.
High-Conviction Portfolio
Focused global equity exposure built around a select group of companies with strong structural tailwinds.
Active Risk Management
Portfolio construction and oversight designed to adapt through changing market conditions and volatility regimes.
Quality and Visibility
Preference for businesses with pricing power, earnings visibility and stronger competitive positioning.
Diversified Exposure
Balanced allocation across regions and sub-sectors to access multiple drivers of the transition.
Request Information or Speak With Us
For investors, advisers and family offices seeking exposure to global energy transition and AI infrastructure opportunities, we would be pleased to provide further information on our strategies, portfolio structure and implementation process.
Start the Conversation
Access further strategy information, portfolio reports and direct discussion regarding implementation.
Wholesale and sophisticated investors can establish an SMA directly with Emit Capital. Minimum investment applies.
Licensed advisors (AFSL holders) can introduce client capital via our dedicated advisor program.
Latest News 16-03-26
Matt Dever, Chief Investment Officer at Emit Capital Asset Management, joins Andrew Geoghegan on #Ausbiz The Open this week to share timely insights on markets, portfolio strategy, and the evolving energy transition landscape.
We’re pleased to be contributing to a regular cadence of interviews with Ausbiz, providing investors with consistent, expert-led perspectives on the forces shaping today’s markets.
Stay up to date with Matt’s latest commentary, interviews and market insights via his dedicated Ausbiz page. here
Click here to listen to the latest Interview
Matt Speaks on Ausbiz 'The Open' this week March 2026 - Video