Jericho Capital

Jericho Capital

Jericho Capital was founded by Josh Resnick as an investment manager deploying long-short equity strategies across global TMT sectors. The firm operates from New York and targets public equities through rigorous fundamental analysis, serving institutional investors through its managed funds. Resnick's approach concentrates on technology subsectors including enterprise software, semiconductors, and consumer tech, with additional coverage in media, gaming, and healthcare services. The strategy relies on fundamental research to identify long positions in companies with durable competitive advantages and short positions where the market misprices risk. Jericho's mandate spans North American public equities, with known portfolio activity across enterprise software, cybersecurity, and gaming. The firm's investment team includes Partners Kendrew Tan and Prakash Ghatge, alongside Managing Director Soren Sudhof — a structure that keeps decision-making tight relative to larger multi-manager platforms. The strategy's edge comes from deep sector specialization rather than leverage or complex derivatives. Josh Resnick serves on the Board of Directors of the Child Mind Institute, a connection that complements philanthropic activity channeled through the Joshua Resnick Scholarship in Atlanta. The firm's operations trace to a single office in New York, with no additional disclosed office locations. Concentrated talent and a narrow geographic footprint reinforce a model built on idea density per partner. Jericho's structural identity as a dedicated TMT long-short specialist separates it from generalist hedge funds. The firm does not pursue multi-strategy expansion, private equity, or credit — the mandate stays anchored to public-company research in technology. This purity creates a specific investor base willing to accept sector concentration in exchange for domain expertise.