Insights

A Call Featuring Peter Cadaret, Managing Director and Head of Sales and Marketing, Oppenheimer Asset Management Inc…

Electron Capital Partners’ big bet on the move away from fossil fuels and toward clean energy and renewables paid off in 2022. The firm’s main hedge fund, the Electron Global Fund, was up 8.5 percent last year, and Electron says that its strategy emphasizing

When the Inflation Reduction Act (IRA) became law in 2022, it sent renewable-energy stocks higher. However, no names in the space are on the same footing.

You’ll see them every year, right after all the market predictors are done with their end-of-year foolishness: countless articles that advise you to buy what the world’s best investors are buying.

Hedge fund clients profited most by investing in macro and multi-strategy hedge funds last year — and many of them are betting the same strategies will be winners again in 2023.

James (“Jos”) Shaver is the Managing Partner and Chief Investment Officer at Electron Capital Partners. Prior to re-launching Electron Capital in 2012 (founded in 2005), Shaver was a Portfolio Manager at SAC Capital Advisors.

PG&E Corp.’s ambitious plan to reduce wildfire risk will cost tens of billions of dollars. It isn’t exactly clear how it is going to pay for it.

Electron Capital returned 3.1% for October, bringing its year-to-date return to 8.3%. The MSCI ACWI gained 6% for October, raising its year-to-date return to -22.3%, while the S&P 500 returned 8% in October for a year-to-date loss of 18.8%. The MSCI World Utilities Index was up 2.7% for October but remains down 13.5% year to date.

Investor appetite for hedge funds has gained momentum as the need for absolute and relative returns continues to grow in the wake of a challenging and volatile macro-economic environment. Strong performance in this environment will be driven by active investment and risk management, diversification, and stock selection, both long and short.

The annual Hedgeweek US Awards recognise excellence among fund managers and service providers in the US across a wide range of categories

The Electron Global Fund returned 4% in December and 12.9% in 2021, according to a copy of its fourth-quarter letter, which ValueWalk has been able to review.

OPAL Fuels LLC has entered into a business combination agreement with ArcLight Clean Transition Corp. II (Nasdaq: ACTD) (“ArcLight”) with an enterprise value of $1.75 billion; upon closing, the combined company will be listed on the Nasdaq Exchange under the…