The crisis has given Eric Jackson's key holdings a huge boost: Zoom Video Communications and German food app company Delivery Hero have lifted his long-short fund at EMJ Capital to a 56% gain this year Isolation is old hat for Eric Jackson.
Since he launched his technology-focused hedge fund in 2017, he has been running it from a home office. The pandemic requires little adjustment in how he works.
But it does force investors everywhere to think about which companies will do better in a scarred global economy. In Jackson’s case, the crisis has given his key holdings a huge boost: Zoom Video Communications Inc.
and German food app company Delivery Hero SE have lifted his long-short fund at EMJ Capital Ltd. to a 56% gain this year. Jackson