Global Alpha.
Regional Insight.
Institutional Precision.
How to invest with Emit Capital
Investors access Emit Capital’s portfolios through a Separately Managed Account structure on the Interactive Brokers platform. Your assets remain held in your own IBKR account, while Emit Capital is appointed as investment manager and implements the agreed portfolio mandate on your behalf. Investors may allocate to one regional portfolio, multiple regional portfolios, or our Diversified Global Opportunities portfolio, which dynamically allocates across our four core strategies.
Investor journey
Simple, transparent, scalableOpen IBKR account
Establish an Interactive Brokers account in your own name or legal entity.
Fund the account
Transfer cash or eligible assets into your IBKR account.
Link to Emit Capital
Approve Emit Capital as advisor through the IBKR managed account linking process.
Select portfolio mandate
Choose one portfolio, several portfolios, or Global Opportunities.
Managed reporting
Receive broker reporting plus Emit Capital’s ongoing strategy updates and portfolio commentary.
Investment structure overview
Key point: this is not a pooled fund. Each investor retains legal ownership and direct custody of their assets while delegating investment management to Emit Capital.
Why investors choose this setup
Simple 4-step investment process
Open an Interactive Brokers account
Investors open an IBKR account in their own name or legal entity.
Fund the account
Capital is funded directly into the investor’s own IBKR account. Existing assets may also be transferred, subject to broker procedures.
Link the account and sign the advisory agreement
Emit Capital sends the IBKR linking invitation and provides the Investment Advisory Agreement. The investor approves Emit Capital as advisor within IBKR and signs the management documentation.
Allocate to the selected portfolio mandate
Once linked, the account is assigned to the chosen model portfolio or portfolio mix and managed on a discretionary basis by Emit Capital.
Operationally, the account becomes a linked managed sub-account under Emit Capital’s advisory structure, while custody remains with the investor at IBKR. Clean pipes. No pooled-vehicle fog machine.
Portfolio options
Investors can allocate capital based on their return objectives, diversification needs and risk appetite. That can mean a single regional strategy, a tailored mix of regional strategies, or the Global Opportunities portfolio, which dynamically allocates across the full platform.
Focused North American exposure across energy transition, electrification and AI infrastructure themes.
European and UK listed equities benefiting from industrial transition, grids, utilities and energy systems.
Asia-Pacific and Japan exposure across advanced manufacturing, electrification and selected technology leaders.
Exposure to the AI infrastructure super-cycle including semiconductors, power, networking and digital infrastructure.
A dynamic allocation across North America, Europe / UK, Asia-Pac / Japan and AI-Tech in one portfolio.
Flexible implementation: investors may invest in one regional portfolio for targeted exposure, multiple regional portfolios for a customised blend based on risk appetite, or the Global Opportunities Portfolio for a diversified mandate where Emit Capital dynamically allocates across the four core portfolios.
Single portfolio allocation
For investors who want concentrated exposure to one region or one theme.
Multi-portfolio allocation
For investors seeking a tailored allocation across multiple regional strategies.
Global Opportunities allocation
For investors preferring one diversified global mandate with active capital allocation by Emit Capital.
How the investment is implemented
Once linked, the investor’s account is assigned to the selected mandate. Emit Capital then manages the model portfolio and IBKR allocates trades into the investor’s account. This keeps the structure clean: direct custody, separate ownership, and professional portfolio implementation.
Choose the portfolio structure
Investors select one portfolio, multiple portfolios, or the Global Opportunities mandate.
Emit Capital manages the strategy
Trading is implemented at the strategy level and reflected in the linked managed account.
Transparent account-level ownership
The investor remains the beneficial owner of the account while receiving the chosen strategy exposure.
Custody and account ownership
Reporting
Frequently asked questions
Do I still own the assets?
Yes. The account is held in the investor’s name or legal entity, with custody at Interactive Brokers.
Can I invest in more than one portfolio?
Yes. Investors may allocate to one portfolio, multiple portfolios, or the Global Opportunities portfolio.
What is Global Opportunities?
It is a diversified mandate that dynamically allocates across North America, Europe / UK, Asia-Pac / Japan and AI-Tech.
How is Emit Capital appointed to manage the account?
Emit Capital is appointed through the Investment Advisory Agreement and the IBKR account linking process.
How do I begin?
Open or confirm your IBKR account, contact Emit Capital, and we will guide you through the linking and portfolio selection process.
Ready to invest? Contact Emit Capital to discuss your preferred portfolio allocation, establish your IBKR account linkage, and begin the onboarding process.
General information only. This page does not constitute personal financial advice, legal advice or tax advice. Investors should consider their own objectives, financial situation and needs and obtain professional advice where appropriate.