Concentrated Portfolio – High Conviction Ideas

We believe that a concentrated portfolio approach focused on our Best Ideas will deliver the optimal combination of high returns, similar risk, and low correlation with the major indices over time.

Significant upfront research leads to high conviction. EMJ Capital has a concentrated, long-biased global portfolio of growth companies.

 

Subscribe to the EMJ Capital Tech & Media eNews

Sign up to receive Eric’s latest writings on the tech industry. You will receive them in your inbox before they are published anywhere else.