A leading investment manager positioned at the nexus of two enduring secular themes: the accelerating electrification of the global economy and the exponential expansion of data center and AI infrastructure.
Exclusively available to wholesale & sophisticated investors, family offices, and licensed financial advisors.
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 〰️
Our Investment Strategy
Targeting Growth at the Heart of the Energy & AI/Tech transition
At Emit Capital, we deliver institutional-grade access to two of the most consequential structural themes of this decade — the accelerating electrification of the global economy and the exponential expansion of AI infrastructure. Our strategies are built for wholesale, sophisticated investors and family offices who seek high-conviction, risk-adjusted exposure to the forces reshaping global capital allocation.
Our strategy targets listed equities across developed global markets—North America, Europe/UK, and Asia-Pacific/Japan—focusing exclusively on mid-large-cap companies that are enabling or benefiting from this shift.
We build high-conviction regional portfolios of 15–20 stocks each, selected through fundamental bottom-up research and top-down macro risk frameworks. Our goal is to deliver consistent, risk-adjusted outperformance by investing ahead of regulatory, capital expenditure, and policy-driven inflection points.
Emit Capital's portfolios are available exclusively as Separately Managed Accounts (SMAs) through the Interactive Brokers platform. We serve domestic and international clients who qualify as wholesale or sophisticated investors under applicable regulatory frameworks
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.
OUR MODEL PORTFOLIOS
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