Electron Capital Partners

Jos Shaver is the founder, Managing Partner, and Chief Investment Officer. He has final authority on all portfolio positions. Prior to launching Electron, Shaver managed a utility and infrastructure-focused book at SAC Capital and its successor, Sirios Capital, for nearly a decade. He built his reputation on restructuring bets in the European utility sector and early allocations to U.S. renewable developers.

Electron operates exclusively in liquid public equities. The firm has deliberately avoided launching private-infrastructure or project-finance vehicles, a contrast with many peer managers in the energy transition space. The flagship strategy provides daily liquidity, a feature the firm markets as a structural advantage over closed-end energy transition funds.

The firm runs a single concentrated, long/short equity strategy focused on global electrification and the energy transition. The portfolio typically holds 25–40 long positions across regulated utilities, renewable developers, grid equipment suppliers, and energy storage operators. A smaller short book targets companies the firm believes carry structurally overvalued carbon-intensive assets or face adverse regulatory reset risk. The strategy is benchmark-agnostic sector money.

The firm avoids upstream oil and gas exploration and production — not merely as a sector exclusion but because its investment thesis is tied to electrification, not hydrocarbons. It also historically avoided early-stage, pre-revenue clean-tech equipment companies, preferring liquid, cash-flow-generating equities with visible regulatory frameworks. Pure-play merchant fossil generation is another area the firm typically shorts rather than owns.

Electron treats utility commission proceedings, interconnection queue analyses, European capacity market designs, and U.S. Inflation Reduction Act implementation rules as primary research inputs. The team includes policy specialists alongside financial analysts. The firm contends that most generalist funds misprice the political and regulatory duration embedded in utility and renewable operators.