Institutional Global Equities Strategy
High-conviction, actively managed SMA focused on large-cap leaders powering the AI infrastructure super-cycle and the global energy transition across North America.
Overview
The strategy targets category-leading U.S. and Canadian equities at the intersection of the AI infrastructure build-out and the energy transition — spanning electrification, grid modernisation, data-centre power, and next-generation industrial efficiency.
We pair bottom-up research with dynamic risk management to capture asymmetric upside while defending drawdowns. Index-unaware, benchmark-aware, built to compound through cycles.
Performance (to 15 October 2025)
| Period | Portfolio | Benchmark (S&P 500) | Active Return |
|---|---|---|---|
| Month-to-Date | +18.1% | +2.0% | +16.1% |
| September | +9.9% | +2.4% | +7.5% |
| Q3 2025 | +12.9% | +7.3% | +5.6% |
| Year-to-Date | +67.8% | +10.5% | +57.3% |
| Since Inception (Jul 2019) | +543.0% | +119.9% | +423.1% |
| SI (annualised) | +34.6% p.a. | +13.4% p.a. | +21.2% p.a. |
Investment Strategy
- Large-cap North American leaders at the convergence of AI compute, clean power, and electrification.
- Target subsectors: semiconductors, power infrastructure, industrial efficiency, nuclear & renewables.
- Concentrated book of 15–20 stocks with active weights and disciplined rebalancing.
- Institutional custody and execution via IBKR.
Portfolio Beta1.6 vs S&P 500
Sharpe Ratio YTD2.69
Holdings19 stocks
Top SectorsIndustrials, Utilities, Tech, Energy
ExamplesGEV, CEG, BE, TT, HUBB
Terms
- Structure: Separately Managed Account (SMA)
- Base Currency: AUD or USD (hedged/unhedged)
- Minimum Investment: A$250,000 (or USD equivalent)
- Management Fee: 1.2% p.a.
- Performance Fee: 15% with HWM
- Liquidity: Daily
- Custodian/Execution: Interactive Brokers LLC
Why Invest Now
- AI-driven load growth — data-centre power build-out supporting multi-year CapEx.
- Re-industrialisation tailwinds — grid upgrades and electrification incentives.
- Cash-flow compounding — capital-intensive assets with improving FCF yields.
- Downside discipline — proven hedging to navigate volatility while staying long winners.