Frequently Asked Questions

We invest in mid-to-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.

By targeting companies with structural growth drivers — AI, electrification, nuclear, grid infrastructure, and energy efficiency — and applying rigorous valuation discipline. We overlay options strategies to manage downside risk while retaining upside participation.

Our differentiation rests on three pillars: a focused mandate at the AI-power demand and energy transition nexus, global coverage across four regional SMA portfolios, and an institutional-grade options and hedging framework that reduces drawdowns and manages convexity.

We operate four SMA portfolios with distinct regional mandates:

• North America — US and Canadian-listed equities
• Europe / UK — European and British-listed equities
• Asia-Pac / Japan — Asia-Pacific and Japanese equities
• AI Infrastructure — US-centric AI and technology infrastructure

Each portfolio holds 15–20 stocks, maintaining sectoral diversification within strong thematic alignment. This concentration enables deep conviction in each position while limiting dilution from index-like holdings.

Risk management is multi-layered:

• Beta analysis and portfolio-level delta management
• Gamma management to control convexity exposure
• Covered calls to monetise elevated volatility
• Protective puts on individual positions and index-level hedges
• Dynamic hedging adjusted to prevailing market conditions

Our flagship Global Opportunities Portfolio has generated annualised returns of 31% p.a. in AUD since inception. Monthly and year-to-date performance figures are published in investor updates. See our individual SMA investment pages for full performance data on each portfolio.

• Management fee: Charged monthly in arrears. Please contact us to discuss applicable rates.
• Performance fee: Charged quarterly in arrears. Please contact us to discuss applicable rates.

Yes. Standard Interactive Brokers (IBKR) brokerage fees apply to all transactions executed within the portfolio.

Clients can access our strategies through three channels:

• Interactive Brokers (IBKR) — globally accessible SMA accounts with full transparency and direct beneficial ownership
• White-label / sub-advised — tailored solutions for advisory groups and institutional intermediaries
• Direct SMA — individually managed accounts offering full position-level transparency

The standard minimum is AUD 250,000 (or foreign currency equivalent) via Interactive Brokers. Lower investment thresholds may be available — please contact us to discuss your circumstances.

All portfolios are composed of mid-to-large-mega-cap equities listed on major global exchanges (US, EU, UK, Asia). On average our portfolios are large cap. As exchange-listed securities, they provide daily liquidity.

Material risks include equity market risk, foreign exchange volatility, interest rate movements, and geopolitical or trade-related shocks. We seek to mitigate these through portfolio diversification, dynamic hedging overlays, and active risk management.

Emit Capital Asset Management holds an Australian Financial Services Licence (AFSL 551084), issued by the Australian Securities and Investments Commission (ASIC). Distribution partnerships facilitate access for investors in other jurisdictions.

We publish monthly investor reports covering performance attribution, risk metrics, and strategy commentary. Investors can also access portfolio valuations on a real-time basis via Interactive Brokers' reporting functionality.

Yes. We support white-labelled materials, adviser-branded reporting, and tailored performance attribution for end-clients. Please contact us to discuss your specific requirements.