Electron Team

Diverse & Accomplished Team

Electron employs a team of 16 individuals with various backgrounds and lived experiences that create a unique culture of collaboration and inclusiveness. There are four senior investment partners, who collectively have an average of 23 years of industry experience, including an average of 15+ years at Electron.

Additionally, three of the four partners have extensive international experience, with two partners having emigrated to the United States from Asia. This level of cultural and language literacy is essential to global investing and has proven to be an invaluable quality for generating substantial alpha with lower volatility than the broader equity markets over the last 17-years.

Collectively, the investment team incorporates a “hunt as a pack” investment research philosophy, which rewards value added performance to the entire portfolio rather than individual positions. While each investment professional has distinct regional and subsector expertise, the team effectively runs one pool of capital, which allows for a collegial, free flow of ideas across Electron’s entire global investable universe.

It is customary for Electron to collectively conduct 1,000+ meetings per year (on average) with management teams, regulators, and industry consultants. The outcome of this research significantly enhances our understanding of the ecosystem for energy production and consumption and we believe gives us a competitive edge in identifying key structural changes before other market participants.