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U Access (IRL) Electron Global Utility Fund

Global and pure L/S utility experience

By way of background, my name is Jos Shaver and I run the global utility fund for Electron Capital. I’ve been in the utilities sector for about 24 years, and some of those years have been abroad –five years in Asia covering utilities and five years in Europe before moving back to the US in 2004. The portfolio that I cover is with the rest of the team, it’s called the Utilities Infrastructure. We define that as the electric, water, waste, gas utilities and also infrastructure stocks.

The sectors are quite large cap sectors, $2.8 trillion in total market cap, and we’re very much a global fund. About two thirds of what we invest in, you’ll find is outside the US.

There are nine people on the team. There are five people on the investing side. We’ve all been together on the investing side for close to about 8.5 years on average, so a lot of continuity is there. We’re all experts in the sector, we all have different areas of focus.

The assets under management of the firm is about $610 million and have effectively doubled over the last year and I think one of the reasons why, is a little bit what was mentioned earlier with respect to crowdedness. If you look at our names, as you might imagine you would not the find names on the Goldman Sachs VIP hedge fund list. This is an uncrowded sector.

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