AI/Tech Portfolio Separately Managed Account (SMA) Open to Wholesale & Sophisticated Investors Only

AI/Tech Portfolio – January 2026

AI‑driven tech. Future‑ready risk control.

Our AI/Tech Equities SMA provides high‑conviction exposure to the technology transformation — focusing on quality businesses, structural tailwinds, and tactical flexibility. Built to participate in upside while actively managing risk and preserving capital across market regimes.

How to Invest FAQ

Reporting Currency

AI/Tech Portfolio — SMA Facts

Attribute	Details
Name	Emit Capital AI/Tech Portfolio
Structure	Separately Managed Account (SMA)
Investor Type	Wholesale
Asset Class	Global Listed Equities
Regions	Global
Strategy Inception	31 May 2025
Number of Holdings	15–25
Cash Range	5–15%
Minimum Initial Investment	A$100,000
Pricing	Daily
Prime Broker	Interactive Brokers (IBKR)

SMA Summary

Strategy objective: Long‑only AI/Tech equities with active risk management overlay

Benchmark: Nasdaq Composite

Currency exposure: AUD & USD reporting available

Risk management: Index hedging, options overlays, tactical cash

Suitable investors: Wholesale & sophisticated investors seeking long‑term capital growth

Positioning Notes

Built for an environment where AI capex, power constraints, and platform consolidation can drive outsized winners — while rates, USD, and liquidity can reprice growth risk quickly.

Risk: factor crowding / valuation compression in quality growth; index drawdowns can dominate stock selection short‑term.

Opportunity: the AI infrastructure build‑out (compute, networking, power, cooling) supports selective enablers across semis, hardware, and data‑centre supply chains.

Performance

AI/Tech Portfolio vs Nasdaq Composite

Returns

	1mth	3mth	6mth	SI
AI‑Tech	3.4%	0.9%	15.5%	35.0%
Nasdaq Composite	-3.3%	-7.0%	2.5%	13.4%
Active return	6.6%	7.9%	13.1%	21.6%

	1mth	3mth	6mth	SI
AI‑Tech	7.9%	7.3%	25.2%	36.7%
Nasdaq Composite	0.9%	-1.1%	11.1%	14.9%
Active return	6.9%	8.4%	14.2%	21.9%