About EMJ

EMJ Capital Ltd.

EMJ Capital Ltd. pursues a long/short equity investment strategy focused on companies at early-stages of multi-year compounding growth. It manages a concentrated portfolio so that its highest conviction ideas get a disproportionate amount of weight behind them. EMJ Capital holds its best ideas for years, meaning the strategy tends to be very tax efficient.

Strategy

Rigorous fundamental long/short analysis on companies where technologies, products, and/or business models are undergoing change and innovation. Concentrated, growth-biased and global. Click to learn more about EMJ Capital Investment Strategy – link to Key Differentiator page.

Focus

  • Gaming
  • Streaming/OTT/Media
  • Consumer Internet
  • Enterprise software
  • Fintech
  • Marketplaces

What’s Different about EMJ?

Based in Toronto, outside the herd of hedge fund groupthink.

Proprietary data science program to help identify early trends which may be indicators of stocks that are about to break out.

Track record of identifying early growth winners including Twilio, Okta, Zoom, Roku, HelloFresh and Delivery Hero.

Click to learn more about EMJ Capital Key Differentiators (link to Key Differentiator page).