Emit Capital — Wealth Manager Partnership
AFSL 551084  ·  Melbourne, Australia
Wholesale Investment Manager
Partnership Opportunity for Wealth Managers
Where Artificial Intelligence
meets the Energy Transition
Emit Capital is a Melbourne-based specialist investment manager running thematic global equity portfolios at the intersection of two of the most powerful structural forces of our era — AI infrastructure and the energy transition. We partner with wealth managers to deliver differentiated, high-conviction exposures to their eligible wholesale clients via separately managed account (SMA) structures on approved platforms.
Global Opportunities Portfolio
+42%
12-Month Return (AUD)
+31% p.a.
Since Inception — 31 Jul 2019 (AUD)

"The insatiable power demand of AI data centres is the nexus where artificial intelligence and energy transition converge — creating a generational investment opportunity across infrastructure, generation, and grid modernisation."

Our Portfolios
Flagship
Global Opportunities
Broad thematic global equity portfolio spanning the full AI-energy convergence universe without regional constraints. Full-cycle, high-conviction portfolio for core wholesale exposure.
AI & Technology
Pure-play exposure to AI infrastructure: semiconductors, hyperscalers, data centres, and enabling software.
North American
Concentrated exposure to US and Canadian leaders in AI infrastructure, power generation, and grid investment.
EU & UK
European industrials, utilities, and energy transition champions driving the continent's AI-powered transformation.
Asia-Pacific & Japan
Regional leaders across the data centre supply chain, renewable energy build-out, and grid modernisation.
Why Partner with Emit Capital
Differentiated Thematic Exposure
Five specialist portfolios give clients access to structural megatrends underrepresented in traditional managed funds and model portfolios.
SMA Transparency & Flexibility
Client assets held directly via IBKR or approved platform SMA infrastructure — full holdings transparency, tax efficiency, and customisation.
Global Equity Universe
High-conviction stock selection across North America, Europe, and Asia-Pacific, free from benchmark-hugging constraints.
Wholesale Client Alignment
Portfolios are designed for sophisticated wholesale investors — UHNW, family offices, and advised clients — with appropriate risk parameters.
Significant Investment Experience
Our team brings decades of experience across global equity markets, thematic investing, and portfolio construction — with deep expertise at the intersection of AI infrastructure and energy transition.
Institutional-Grade Reporting
Full performance attribution, portfolio analytics, and investor reporting via IBKR or approved platform — ready for APL submission.
How It Works
01
Initial Discussion
Connect with our Head of Investor Relations to explore strategic fit, portfolio options, and implementation pathways.
02
Due Diligence
Full information memorandum, performance data, and compliance documentation provided for your review.
03
Onboarding
Client accounts opened via IBKR or approved platform. Clean, efficient SMA structure — typically operational within days.
04
Ongoing Partnership
Regular portfolio updates, macro briefings, and direct access to our investment team for adviser support.
Disclaimer
This document is prepared by Emit Capital Asset Management Pty Ltd (AFSL 551084) for wholesale and institutional clients only. It does not constitute financial advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. All views are current as at the date of publication and subject to change without notice.