Global Opportunities Portfolio — March 2026

Emit Capital’s flagship global equities strategy combining energy transition and AI infrastructure with active risk management across regions, sectors and market regimes.

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1 Month
-1.7%
AUD
3 Month
4.7%
AUD
1 Year
40.9%
AUD
Since Inception
30.0%
p.a.

Portfolio Overview

The Global Opportunities Portfolio represents the core expression of Emit Capital’s investment philosophy — a high-conviction, actively managed global equities strategy designed to generate superior risk-adjusted returns across market cycles. The portfolio allocates dynamically across North America, Europe/UK and Asia-Pacific, integrating our underlying regional and thematic capabilities into a single, optimised strategy. It targets companies at the centre of electrification, grid expansion, clean power and AI infrastructure, while actively managing downside risk through options overlays, tactical positioning and disciplined capital allocation.

Strategy
A globally diversified, high-conviction equity strategy seeking structural winners across electrification, grid infrastructure, clean power and AI-enablement.
Risk Management
Active risk management through portfolio construction, cash flexibility, options overlays and tactical positioning designed to navigate changing macro and liquidity conditions.
Opportunity Set
Structural power demand, network bottlenecks and accelerating AI infrastructure build-out continue to create attractive opportunities across industrials, utilities and critical enablers.

SMA Facts

Name
Global Opportunities Portfolio
Structure
Separately Managed Account (SMA)
Investor Type
Wholesale / Institutional
Asset Class
Global Listed Equities
Regions
Global
Benchmark
MSCI ACWI NR
Strategy Inception
July 2019
Number of Holdings
30–40
Cash Range
5–20%
Minimum Initial Investment
A$250,000 or equivalent
Pricing
Daily
Prime Broker
Interactive Brokers (IBKR)

Performance

AUD: Global Opportunities Portfolio vs MSCI ACWI.
AUD Returns 1mth 3mth 6mth 1yr 2yr SI p.a. SI
Global Opportunities Portfolio -1.7% 4.7% 10.2% 40.9% 23.9% 30.0% 476.7%
MSCI ACWI NR -3.2% -6.0% -4.1% 7.8% 9.6% 11.7% 108.8%
Active Return 1.4% 10.7% 14.2% 33.2% 14.3% 18.4% 367.9%
Performance shown for illustrative presentation purposes. Ensure figures and benchmark references are consistent with your latest official factsheet and disclosure language before publishing.

Invest with a disciplined, actively managed global portfolio framework.

Access Emit Capital’s flagship strategy through a professionally managed SMA structure combining global reach, thematic depth and active downside risk management.

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