North American Portfolio - 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.
13.8%
Year to Date
27.8%
PA Since Inception
310.1%
Return on investment SI
$25K*
Minimum investment
*Open to Wholesale and Sophisticated Investors Only
| SMA SUMMARY | ||
|---|---|---|
| Asset Class | Global listed equities, large cap | |
| Strategy | Decarbonisation, Energy transition | |
| Investors | Wholesale | |
| Risk profile | Growth stocks | |
| # of Holdings | 15-25 | |
| Regions | North America | |
| Prime broker | IBKR | |
| Pricing | Daily | |
| Investment horizon | 5-7 yrs | |
| Fee structure | 1% Management fee. No performance fee | |
| Minimum investment | $25,000 |
Portfolio
PERFORMANCE
As at 30th April 2025
Return on A$100k since inception
Performance as at 30th April 2025
| 1 mth | 3 mth | 6 mth | 1 yr | 5 yr | SI p.a | SI | |
|---|---|---|---|---|---|---|---|
| North American SMA | 1.5% | -1.7% | 12.8% | 15.4% | 25.4% | 27.8% | 310.1% |
| Benchmark | -1.7% | -6.7% | 3.5% | 12.9% | 13.6% | 11.9% | 91.2% |
| Active Return | 3.2% | 4.9% | 9.3% | 2.5% | 11.8% | 15.9% | 218.8% |
Cumulative Return, since inception (A$ net of fees)
SI = since inception
Beyond 1 yr is per annum
TOP 5 HOLDINGS
| Holding | Theme | % |
|---|---|---|
| First Solar | Energy transformation | 6.45% |
| Trane Technologies | Energy efficiency | 5.37% |
| Hubbell Inc | Energy Efficiency | 5.20% |
| Constellation Energy | Energy transformation | 4.98% |
| Vistra Energy | Energy transformation | 4.95% |
NORTH AMERICAN SMA MONTHLY REPORT
The ECAM Commitment
Built for Resilience, we engineer portfolios that lean into strength, hedge with discipline, and adapt in real time — across volatility regimes, policy shifts, and market narratives.
We don’t follow cycles. We navigate them.
That’s the ECAM advantage.
Ready to make a difference?
We invite you to take the next step towards impactful investing with Emit Capital Asset Management. We are ready to discuss how our unique strategies can align with your investment goals and contribute to a sustainable future.
Contact Us Today
Call us on +61 3 9593 2866 or email us here (or copy and paste this email address: info@emitcapital.com.au) to arrange a meeting with our investment team. Let’s explore how we can work together to achieve both outstanding financial performance and meaningful environmental impact.