About Electron

Electron iconA Market Leader

Tenured expertise across global clean energy, infrastructure, and utility sectors

Electron is a New York based investment advisor with a 17-year track record.* The firm deploys a long/short equity strategy focused on the transition of energy consumption towards lower carbon intensity solutions. Electron allocates capital globally to clean energy, infrastructure, and utility companies, which serve as key drivers, enablers, and beneficiaries of major structural changes affecting economies worldwide.

The firm presently employees a diverse and cohesive team of 14 individuals from various backgrounds, ethnicities, and work experiences. There are four senior investment partners, who collectively have an average of 23 years of industry experience, including over 15 years at Electron.

We seek to maximize returns by implementing a differentiated, industry knowledge-driven approach to predict inflection points for companies within the Energy Transition and have demonstrated a proven track record across multiple market cycles, substantially outperforming the MSCI ACWI, MSCI World Utilities, S&P 500, and HFRI Equity Hedge indices over the last 17-years with less volatility.*

* Past performance is not indicative of future results.

17

Year Track Record1

$2.6B

Approx. Assets Under Management

14

Electron Employees

97%

Less Crowded than Peers

17

Year Track Record1

$2.6B

Approx. Assets Under Management

14

Electron Employees

97%

Less Crowded than Peers

*All information (including AUM) current as of September 30, 2022 (unless otherwise noted). 17-year track record includes predecessor entities. Track record and historical performance are subject to complex assumptions and composite performance results that have inherent limitations; no representation is made that the performance figures presented are accurate, or that past performance is in any way indicative of future results. Crowdedness based on Novus’s proprietary crowdedness scores as defined by Novus: compared to top 300 global long/short equity hedge funds (based on AUM) defined by Novus as of March 31, 2022. See Terms of Use for additional information and disclaimers.
1 Past performance is not indicative of future results.