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An Ex-SAC Manager Is Crushing It — No Thanks to Tech Stocks
Electron Capital, led by ex-SAC manager Jos Shaver, is far outpacing the market with investments in utilities and infrastructure stocks.
It wasn't necessary to invest in technology, internet and e-commerce companies to perform well this year — as the people at Electron Capital Partners know. Its Electron Global Master Fund gained 28.7 percent for the year through November, according to an investor as well as two databases. It tacked on a
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