10 New Stocks to Buy in 2021 According to Jos Shaver’s Electron Capital
In this article, we will take a look at the 10 new stocks to buy in 2021 according to Jos Shaver's Electron Capital.
Established in April 2012, Electron Capital Partners is a New York-based hedge fund manager founded by Jos Shaver, a former portfolio manager at SAC Capital Advisors. The firm's investment objective is to achieve absolute returns through a combination of long and short-term investments, focusing primarily on publicly traded equity securities. Electron Capital Partners specializes in clean energy, infrastructure, and transitioning utility companies, aiming to maximize absolute returns while managing volatility through active risk management.
Jos Shaver brings over 32 years of experience in the global clean energy, infrastructure, and utility sectors. His career has spanned various regions, including Europe for five years and Asia for another five. In October 2023, Jos transitioned from his 18-year tenure as Chief Investment Officer and Managing Partner at Electron Capital to assume new roles as Senior Advisor, Investment Committee Member, and Board Member. Before relaunching Electron Capital in April 2012, Jos served as a Portfolio Manager at SAC Capital Advisors, overseeing a global infrastructure and utilities portfolio. He originally founded Electron Capital Management in 2005, focusing on long/short strategies within the infrastructure and utilities sector. Jos began his investment career in London from 2000 to 2004, where he held senior roles advising major European utilities. He served as Managing Director at SG Barr Devlin and previously as Director of EU Utilities at Credit Suisse First Boston/Donaldson, Lufkin & Jenrette. Jos holds a BA in Mathematical Economics from Colgate University and earned an MBA with dual majors in Finance and Accounting from Columbia Business School.
Electron Capital Partners manages assets for 17 clients with a total of $3,118,333,777 in discretionary assets under management (AUM), as reported in their Form ADV dated March 2024. Their latest 13F filing for Q1 2024 indicated $2,280,662,145 in managed 13F securities, with a notable top 10 holdings concentration of 63.33%. Electron Capital Partners' largest holding is General Electric Co, with 1,368,968 shares held.
