Electron Capital Partners, LLC, based in New York, was founded in 2005 by Jos Shaver. As an investment advisor, it manages about $2.7 billion in assets and employs 16 professionals, including four senior partners with an average of 24 years in the industry and a team of analysts dedicated to energy transition themes. The firm’s mission is to achieve risk-adjusted returns irrespective of broader market direction, and over an 18-year history its long/short equity strategy has outperformed major benchmarks such as MSCI ACWI, MSCI World Utilities, the S&P 500 and HFRI Equity Hedge.
Electron Capital focuses on identifying structural shifts and inflection points in the global energy sector, drawing on deep sector expertise, long-term industry relationships and a global perspective. The firm allocates capital across long and short positions in nearly 700 companies spanning clean energy, infrastructure and utilities transitioning to renewable generation. By balancing exposure to rising and falling sectors, its approach seeks consistent returns that are not tied to market trends and aims to deliver differentiated outcomes for investors.
Clean technology and battery technology form central pillars of Electron Capital’s strategy. The firm defines clean tech broadly to include wind, solar, biomass, hydrogen fuel cells, electric vehicles, energy efficiency solutions and water systems, among others. It treats batteries as crucial for energy storage, renewable integration and grid resilience, investing in companies at every stage—from advanced lithium-ion developers like Enovix to solar and storage leaders such as Enphase and residential providers like Sunnova. The portfolio also includes major utilities such as Constellation Energy, Xcel Energy and Exelon, underscoring its commitment to businesses enabling the shift to a low-carbon, electrified economy.
