Network

EMJ Capital has unique access to the technology and venture capital executives worldwide. Our process starts with regular conversations and meetings with our network about the evolving risks and opportunities in the tech world and who is best or worst positioned.

Unusual growth investments ahead of the curve

We strive to consistently find the next set of tech & media winners at an early stage of their growth curve, before they become more widely held.  We have deep respect for the FAANMG companies but we typically do not invest in them.

Long-term Orientation

Significant upfront research leads to high conviction. We often hold positions for 2 – 3 years, expecting them to double or triple over that period.

Data Science Program Tied to Tech Focus

Dedicated data science team using alternative datasets and our proprietary approach to identify early moves in stocks. This program is aligned with the manager’s tech focus and long-term orientation

Concentrated Portfolio

Our portfolio typically consists of 12 – 20 long and short positions. Our concentration gives our clients more exposure to the next-generation of growth tech companies.