Global Opportunities Portfolio • Separately Managed Account (SMA) • Wholesale & Sophisticated Investors Only

Global Opportunities Portfolio – February 2026

Global energy transition & AI infrastructure winners. Active risk control.

High-conviction exposure to global listed equities across North America, Europe/UK and Asia-Pac/Japan, designed to participate in upside while actively managing downside risk across market regimes. The portfolio targets companies enabling electrification, grid build-out, clean power and AI-infrastructure supply chains.

How to Invest FAQ
Reporting currency

Global Opportunities Portfolio — SMA Facts

Name
Emit Capital Global Opportunities Portfolio
Structure
Separately Managed Account (SMA)
Investor Type
Wholesale
Asset Class
Global Listed Equities
Regions
North America • Europe/UK • Asia-Pac/Japan
Strategy Inception
31 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)

SMA Summary

  • Strategy objective: Long-only global equities with active risk management overlay
  • Benchmark: MSCI ACWI
  • Currency exposure: AUD & USD reporting available
  • Risk management: Index hedging, options overlays, tactical cash, regional tilt
  • Suitable investors: Wholesale & sophisticated investors seeking long-term capital growth
Positioning
Built for an environment where electrification, grid build-out and AI-infrastructure capex can drive outsized winners — while rates, USD and liquidity can reprice risk quickly.
Risk
The portfolio is positioned for a market environment where electrification, grid expansion, and AI-infrastructure capital expenditure drive differentiated earnings growth, while acknowledging that interest rates, USD strength, and liquidity conditions can reprice risk rapidly across asset classes.
Opportunity
Structural power and network bottlenecks, alongside continued expansion across the AI supply chain, create attractive opportunities within select industrials, utilities, and critical infrastructure enablers with durable cash-flow visibility.

Performance

Monthly NAV (base = 100,000). Hover to inspect.
AUD: Global Opportunities Portfolio vs MSCI ACWI.
Global Opportunities Portfolio vs MSCI ACWI
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Returns

As at 28 Feb 2026
Series 1mth 3mth 6mth 1yr 2yr SI p.a SI
Performance includes realised/unrealised P&L, dividends, interest, and reinvestment of income. Individual account performance may vary due to fees, timing, and allocation differences.
Information presented on this site is intended only for general information purposes and has been prepared without taking into account investors' objectives, financial situation, or needs. Before making an investment decision investors should obtain professional advice and consider whether the information contained herein is appropriate having regard to their objectives, financial situation and needs. As with all investments, there is a risk that the investment may lose value.