North American Portfolio
Separately Managed Account (SMA)
Positioned for Possibility. Built to Outperform.
Our North American Equities SMA provides high-conviction exposure to U.S. and Canadian markets — focusing on quality businesses, structural tailwinds, and tactical flexibility. It’s built to participate in upside while actively managing risk and preserving capital across market regimes.
*Open to Wholesale and Sophisticated Investors Only
SMA SUMMARY
| Attribute | Details |
|---|---|
| Name | Emit Capital North American Portfolio |
| Structure | Separately Managed Account (SMA) |
| Investor Type | Wholesale |
| Asset Class | Global Listed Equities |
| Regions | US, Canada |
| Strategy Inception | 31 July 2019 |
| Number of Holdings | 15–25 |
| Cash Range | 5–15% |
| Minimum Initial Investment | A$100,000 |
| Pricing | Daily |
| Prime Broker | Interactive Brokers (IBKR) |
PERFORMANCE
31 October 2025
North American Portfolio vs S&P 500
Monthly NAV (base = 100,000 at 2019-07). Hover to inspect.
PERFORMANCE RETURNS
31 October 2025
| 1mth | 3mth | 6mth | 1yr | 5yr | SI p.a | SI |
|---|