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.

+35%

12 month return

+31%

p.a Since Inception

+406%

Return on investment SI

$50K*

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$50,000
Pricing	Daily
Prime Broker	Interactive Brokers (IBKR)

At 31 JULY 2025

RETURN ON A$100K SINCE INCEPTION

PERFORMANCE RETURNS (A$)

Scrollable Performance Table

	1mth	3mth	6mth	1yr	5yr	SI p.a	SI
Nth American SMA	4.8%	21.0%	18.8%	35.4%	24.8%	31.0%	405.7%
Benchmark	4.6%	13.2%	2.7%	16.1%	15.1%	13.2%	110.4%
Active Return	0.2%	7.8%	16.1%	19.3%	9.7%	17.8%	295.3%

Benchmark = S&P 500

Inception = 31 July 2019

NORTH AMERICAN SMA MONTHLY REPORT

EU/UK SMA

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.

Contact Us Today

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