Seth Kirkham

Chief Investment Officer Global Equities

Seth Kirkham approaches investing with a deep fundamental process and cross sectoral understanding of our climate-driven economic transition. He has spent 25 years in financial markets, with experience investing across the entire market but with periodic focus on key relevant sectors to the transition, including energy, utilities, industrials and transportation.

Seth was previously the co-Portfolio Manager and co-Head of Research at DSAM Partners, a $2 billion equity long-short fund focused on EU and US equities. Prior to DSAM, Seth served as a Senior Analyst at ECAP, where he was a founding partner, this too was a $2bn aum fund, and before that Caxton. Seth has also served as a VP in equity research at Goldman Sachs in London and as a portfolio manager at Investec Asset Management. Seth started in the industry by completing the graduate program at Schroders Investment Management in London.

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Featured Content

July 27, 2026

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Whitepaper

The Return of Energy Security: Why Competitiveness Is Becoming the Primary Driver of the Energy Transition

As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.

April 1, 2026

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Article

The Electrification of Intelligence

As artificial intelligence scales beyond software into real-world systems, it increasingly depends on electricity, infrastructure, and execution. This piece explains why the “electrification of intelligence” is emerging as a defining force in capital allocation and long-term economic growth.

March 25, 2026

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