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.
