Results for “Electron”

Global Utility White Paper CONFIDENTIAL Appendix 1: The Team and Our Process e Electron Focus Electron’s universe of utility and infrastructure stocks is deep, comprising 375 companies with a market cap of $2.8 trillion. Stocks covered include the electric, gas, water and waste...

…er CONFIDENTIAL Disclaimer This report, which is attached as an exhibit to the Investor Presentation, is presented by Electron Capital Partners LLC (“Electron”) solely for information purposes to provide recipients with general information regarding Electron’s current view of t...

…process distort market perceptions of the final outcome. Although structural changes are the “home run” opportunities, Electron returns are not limited to such changes, as we also consistently play for “singles and doubles” in the global utility sector with earning releases, reg...

…regulators, consultants, sell-side analysts and governments. o = ©Why We Take a Global Approach - The “Greatest Gift” Electron takes a global approach (historically, 40-60% of gross allocated outside the US) to the utility sector: i) to spot structural change and resultant inef...

…ilities/US 10-yr Treasury Ratio BBUTY fedex. / USGGIOVE Index 2.3012. «28 Finally, we track interest rate risk in the Electron risk model for all positions. We are not looking to make macro calls, and the portfolio’s net interest rate risk is kept within acceptable limits as we...

… Regional Structural Changes Driving Alpha Opportunity Structural changes are occurring in all regions. Those in which Electron is currently investing or tracking closely are as follows: e §=6 US _ Utilities Of the global utility markets, we expect the US utilities market to f...

…G the leverage exceeds 30%. Below is a partial list of structural changes driving long/short opportunities in the US: Electron’s structural changes: US e Coal retirements’ impact on power markets e Change in competitive generation market structure as a result of the shale gas...

measuring the spin of an electron or measuring the

Electron’s research process has focused on structural

Jos controls all major decisions at Electron.

based on Jensen’s alpha calculation). Electron generated this 7‐year

Electron’s track record has bested the MSCI World Utility

Electron is not in a position to confirm the

… a concept that the heart valve might be damaging red blood cells, so I asked to do a research project using a scanning electron microscope at the time. When I was trying to basically learn the technique, I took some blood from the heart-lung bypass machine from patients undergoi...

…hat would largely defined by rock and dynamite. Hillis, who was born in 1956, has spent most of his life working at the electron level of the world, crafting some of the most significant computer processing systems of our age. So the sort of paleolithinc earth moving he was headi...