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.

+42%

YTD return

+32%

p.a Since Inception

+445%

Return on investment SI

$100K*

Minimum investment

*Open to Wholesale and Sophisticated Investors Only

Inception: 31 July 2019

SMA SUMMARY

Attribute Details
Name Emit Capital North American SMA
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

At 30 September 2025

RETURN ON A$100K SINCE INCEPTION

PERFORMANCE RETURNS (A$)

30 September 2025

Scrollable Performance Table
1mth 3mth 6mth 1yr 5yr SI p.a SI**
Nth American SMA 9.9% 12.9% 32.1% 43.5% 21.3% 31.6% 444.5%
Benchmark^^ 2.4% 7.3% 13.2% 20.0% 14.8% 13.3% 115.7%
Active Return 7.5% 5.6% 18.9% 23.5% 6.5% 18.3% 328.8%

** 31 July 2019

^^ S&P 500

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NORTH AMERICAN SMA MONTHLY REPORT

Contact Us Today

Call us on +61 3 9593 2866 or email us here to arrange a meeting with our investment team.