Joe Baratta

Blackstone Global Head of Private Equity Strategies
· tracked since Apr 2026
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XLU long -6.4%
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XLU ×1
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XLU long 1 month ago
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90d —
Average Return -6.4% Long Return -6.4% Short Return -
Average Return
7d -1.6%
30d -4.4%
90d —
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XLU Utilitie... Utilities Select Se...
Long
Apr 08
$46.78
-6.4%
Joe Baratta stated his highest conviction is in the electrification of the U.S. economy, citing a past lack of capital by big utilities for expanding power generation and improving the grid. He indicated these companies were cheap 5-6 years ago and have since grown at higher rates with multiple expansion, driven by secular tailwinds from electrification. LONG due to sustained secular growth trends, ongoing infrastructure investment needs, and potential for further multiple expansion. Regulatory hurdles, slower-than-expected adoption of grid modernization, or an economic downturn reducing power demand.
Joe Baratta stated his highest conviction is in the electrification of the U.S. economy, citing a past lack of capital by big utilities for expanding power generation and improving the grid. He indicated these companies were cheap 5-6 years ago and have since grown at higher rates with multiple expansion, driven by secular tailwinds from electrification. LONG due to sustained secular growth trends, ongoing infrastructure investment needs, and potential for further multiple expansion. Regulatory hurdles, slower-than-expected adoption of grid modernization, or an economic downturn reducing power demand.
Energy
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