How Electron Is Rewiring Its Portfolio This Year After a Muted Finish to 2025

The $3.7 billion power and energy specialist will focus on a number of opportunities, including China.

Stephen Taub January 20, 2026

Electron Global Fund posted a puny gain of 50 basis points in the fourth quarter, bringing its return for the year to 12.5 percent, according to its fourth-quarter letter, obtained by Institutional Investor.This lagged the S&P 500, which was up 16.4 percent in 2025. Trailing

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

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.

4.14.10 build:2026-01-19 Login