North American Portfolio — April 2026
Emit Capital's North American equities strategy targeting the structural winners of AI infrastructure and energy transition across the United States and Canada.
Portfolio Overview
The North American Portfolio is a high-conviction, actively managed equity strategy focused on the United States and Canada. It targets companies at the centre of AI infrastructure, electrification, grid expansion and clean power — the structural themes Emit Capital believes will define capital returns over the next decade. The portfolio is concentrated in the highest-conviction Nexus names, actively managed through market cycles with options overlays, tactical positioning and disciplined capital allocation to manage downside risk.
SMA Facts
Performance
| AUD Returns | 1mth | 3mth | 6mth | 1yr | 2yr | SI p.a. | SI |
|---|---|---|---|---|---|---|---|
| North American Portfolio | 5.7% | 8.2% | 7.7% | 53.7% | 32.4% | 31.7% | 542.6% |
| S&P 500 NR | 5.8% | 0.5% | -4.2% | 14.8% | 12.2% | 11.9% | 113.4% |
| Active Return | -0.1% | 7.7% | 11.9% | 38.9% | 20.1% | 19.8% | 429.1% |
Access concentrated North American exposure through a disciplined, actively managed SMA.
Invest alongside Emit Capital's North American Portfolio — a high-conviction strategy targeting the structural winners of AI infrastructure and energy transition with active downside risk management.