North America Portfolio — March 2026
Emit Capital’s North America strategy invests in high-conviction listed equities leveraged to electrification, clean power, grid infrastructure, AI infrastructure and structural industrial demand, supported by active risk management across market regimes.
Portfolio Overview
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. High-conviction exposure to U.S. and Canadian equities, 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.
SMA Facts
Performance
| AUD Returns | 1mth | 3mth | 6mth | 1yr | 2yr | SI p.a. | SI |
|---|---|---|---|---|---|---|---|
| North American Portfolio | 1.5% | 3.9% | 11.7% | 47.5% | 61.8% | 31.1% | 508.1% |
| S&P 500 | -2.1% | -7.8% | -6.5% | 5.9% | 16.1% | 11.1% | 101.7% |
| Active Return | 3.6% | 11.7% | 18.1% | 41.6% | 45.8% | 20.0% | 406.4% |
Invest with a disciplined, actively managed portfolio framework.
Access high-conviction regional and thematic portfolios through Emit Capital’s SMA structure, with institutional portfolio construction and active downside risk management.
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.