North American Portfolio — March 2026
Energy transition and AI infrastructure winners with active risk control across changing market regimes.
Portfolio Overview
Built for an environment where electrification, grid build-out and AI-infrastructure capital expenditure can drive outsized winners, while rates, the USD and liquidity conditions can reprice risk quickly. The strategy provides high-conviction exposure to U.S. and Canadian listed equities and is designed to participate in upside while actively managing downside risk across market regimes. The portfolio targets companies enabling electrification, grid expansion, clean power and the broader AI-infrastructure supply chain.
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.