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Esplanade Capital Electron Partners LP

Investment Overview

Strategy Description

Esplanade Capital Electron Partners LP (ECEP) stands as the longest-tenured, global long/short equity fund dedicated to public securities focused on the energy transition. Leveraging its rich, deep expertise and proprietary investment universe, the strategy marries catalyst-driven tactical trading and patience-driven investing to: Generate double-digit net returns; Preserve partner capital during market downturns; and Manage volatility to less than half of energy transition benchmarks. Launched in 2009 to concentrate on solar and those sectors impacted by its emergence, the strategy has methodically and organically evolved into the broader energy transition as battery storage, utilities, and adjacent non-solar renewables matured. Today, ECEP relies on a proprietary, large, and growing universe: Comprising ~1,350 publicly traded companies; Listed across 12 developed and emerging global markets; Offering ~$4.8 trillion investable opportunity set across market capitalizations; Providing sufficient liquidity to enable a nimble approach. Investing at the intersection of decarbonization and electrification, ECEP offers its partners an unprecedented opportunity to profit from secular disruption in the energy ecosystem. Esplanade Capital LLC, a Boston-based specialty asset manager, was founded in 1999.
Investment Highlights

Investment Category

Hedge Fund

Investment Strategy

Green Energy Long/short

Investment Structure

Fund
Implementation of Strategy
Tactical Approach

Market Sector Exposure

Energy

Instruments Traded

Public Equity

Capitalization Weight

Large Cap, Mid Cap, Small Cap

Geographical Exposure

Global
Investment Structure

Legal Structure

Limited Partnership

Domicile

United States

Fund Minimum Investment

$500K

Management Fee (%)

1.5%

Incentive Fee (%)

20%
Service Providers

Administrator

South Watch LLC

Auditor

KPMG LLP

Legal

Morgan, Lewis & Bockius LLP

Prime Broker

Wells Fargo Securities

ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.
ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.