This Top Energy And Infrastructure Fund Is Bullish On U.S. Utilities

The Electron Global Fund was up 2% for September, bringing its third-quarter return to -1.7% and its year-to-date return to 8.5%. Meanwhile, the MSCI World Utilities Index was down 7.2% for September, 1.7% for the third quarter and 3.3% year to date. The S&P 500 was down 4.8% for September, up 0.2% for the third quarter and up 14.7% year to date.

Q3 2021 hedge fund letters, conferences and more

Jos Shaver founded Electron Capital in 2005. The firm manages a master-feeder structure holding both domestic and offshore funds. Electron's funds follow a fundamental long/ short equity strategy focused on global infrastructure, renewable and utility companies.

U.S. Holdings

In his third-quarter letter...