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Electron Capital: Betting On Change With Cheap Asian Utilities

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Rupert Hargreaves
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Electron Capital Partners' Electron Global Fund, outperformed its broader hedge fund peer group in 2018. The fund, which invests in global utilities and infrastructure companies, recorded a positive performance of 0.1% for 2018 compared to a loss of -4.1% for the HFRI Fund Weighted Index and a loss of -1% for its benchmark, the MSCI World Utilities Index.

Q3 hedge fund letters, conference, scoops etc

Electron Capital
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Following this positive performance, the Electron Global Fund has now achieved an annualized return since inception of 9.7%, compared to 6% for the S&P 500 and 1.7% for its benchmark.

Heading into 2019, the fund...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha