Frequently asked questions (FAQ)
Strategy & Philosophy
Q: What is Emit Capital’s core investment strategy?
We invest in mid-large-cap global listed equities positioned at the intersection of the energy transition and the Ai/data-centre infrastructure super-cycle. Portfolios are concentrated (15–20 stocks), high conviction, and actively managed with dynamic risk overlays.
Q: How do you generate alpha?
By targeting companies with structural growth drivers (AI, electrification, nuclear, grid, efficiency), applying rigorous valuation discipline, and overlaying options strategies to manage downside while retaining upside participation.
Q: What differentiates Emit Capital from peers?
Focus on the AI-power demand and energy transition nexus, global coverage across four regional portfolios, and an institutional-grade options/hedging framework that reduces drawdowns and manages convexity.
Portfolio Construction
Q: What regions do you cover?
Four SMA portfolios: North America, Europe/UK, Asia-Pac/Japan, and AI/Tech (US-centric).
Q: How concentrated are the portfolios?
15–20 stocks per portfolio, with sectoral diversification but strong thematic alignment.
Q: How do you manage risk?
Through beta analysis, delta/gamma management, covered calls, protective puts, and dynamic hedging.
Q: What is your performance track record?
Our flagship portfolio, the North American SMA, has generated annualised returns of 31% p.a. in AUD. Latest monthly and YTD numbers are provided in investor updates.
See our individual SMA investment pages for more detail on each portfolio.
Fees & Costs
Q: What are the fees for investing?
Management fee: starting at 1.0% p.a.
Performance fee: 15% above benchmark, with High Water Mark (HWM).
Lower fees for larger investments.
Q: Are there transaction or platform costs?
Yes, standard IBKR brokerage fees apply.
Access & Onboarding
Q: How can clients invest?
Via Interactive Brokers (globally accessible).
White-label or sub-advised solutions for advisory groups.
SMA accounts allow full transparency and beneficial ownership.
Q: Is there a minimum investment size?
Yes, typically AUD 100k via IBKR; lower thresholds possible.
Q: How liquid are the investments?
Portfolios are composed of mid-large-cap, highly liquid equities listed on major exchanges (US, EU, UK, Asia). Daily liquidity.
Risk & Compliance
Q: What are the key risks of an investment?
Equity market risk, FX volatility, interest rate risk, geopolitical/trade shocks. We mitigate through diversification, dynamic hedges, and active risk management.
Q: What licences does Emit hold?
Emit Capital Asset Management holds an Australian Financial Services Licence (AFSL 551084), issued by the Australian Securities and Investment Commission (ASIC).
Distribution partnerships enable access in other jurisdictions.
Reporting & Support
Q: How frequently do you report performance?
Monthly investor reports with performance attribution, risk metrics, and strategy commentary.
Investors can access their portfolio value on a real time basis via the Interactive Brokers functionality.
Q: Can advisers customise reporting for clients?
Yes. We can white-label materials, provide adviser-branded reporting, and tailor attribution for end-clients.