Electron Capital’s Energy Strategy Keeps Winning — Even Through a Change at the Top

The utilities and infrastructure hedge fund founded by SAC alum Jos Shaver has quietly outpaced benchmarks over 20 years. Now, it’s thriving under new leadership after a rare smooth transition.

Stephen Taub October 23, 2025

Electron Global Fund posted a strong 6.9 percent gain in the third quarter, boosting its rise for the year to 11.9 percent. Although it lagged the S&P 500’s 13.7 percent, which is strong for a hedge fund that specializes in the power, utilities, and clean

To continue reading, subscribe now to Premium Journalism. Already a subscriber? login.

Contact Info

New York
1270 Avenue of the Americas, Suite 1100
New York, NY 10020
P: +1 212 224 3300

London
4 Bouverie Street
London EC4Y 8AX
P: +44 207 779 8888

Hong Kong
Unit 2488, 24/F
Lee Garden One,
33 Hysan Avenue
Causeway Bay, Hong Kong
P: +852 2912 8001

Corporate

About Us

Leadership Team

Careers

II Press Room

Digital

Masthead

Thought Leadership

Display Advertising

Reprints

FAQs

Events

Events Calendar

Memberships

Market Intelligence

Data & Analysis

Guest Contributors

II Networks

Insights

Research

Subscription

Subscribe to Premium

Register

Register for Free Account

Newsletters

Sign up for II newsletters

© 2025 Institutional Investor LLC. All material subject to strictly enforced copyright laws. Please read our Terms & Conditions, Modern Slavery Act Transparency Statement, Accessibility Statement and Privacy Policy before using the site.

4.12.01 build:2025-12-11 Login