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Stephen Taub
Premium
Jericho’s Aggressive Trading Pays Off
Josh Resnick is killing it — again — by frequently turning over his portfolio.
Stephen Taub November 18, 2020
Josh Resnick (Kholood Eid/Bloomberg)

Josh Resnick

(Kholood Eid/Bloomberg)

Josh Resnick’s Jericho Capital Asset Management made a slew of major changes to its portfolio in the third quarter — a strategy that seemed to pay off, judging by the firm’s striking performance this year. Four of its portfolio’s nine largest U.S. stock holdings are new

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