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 16 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.