ABOUT
We are long-term investors that focus on the underlying business fundamentals of the companies that we invest in.
We run a concentrated portfolio approach whereby we prefer to hold larger positions in fewer businesses.
Provided there has not been any material change in the business fundamentals or in our original investment thesis, we typically hold our investments for a minimum of 5 years.
We invest primarily in technology focused businesses that have strong secular tailwinds (such as e-commerce, cloud computing, AI, EV and digital payments) and ones that are dominant in their sectors.
Some of our investments are in earlier stage sectors such as crypto currency exchanges, autonomous transportation, eVTOL and space.
TEAM
Adrian Isaacs, CPA, CA.
Chief Investment Officer
Adrian Isaacs is the Chief Investment Officer of Black Bull Capital Limited and oversees all of the investment decisions of the company.
Adrian is also the Founder & Managing Partner of Isaacs Advisory, a boutique corporate finance advisory practice based in Toronto, Canada.
Prior to this, he was the VP Finance of a small & mid-ticket equipment leasing business which originated leases from a broker network across Canada.
He also spent a decade in the corporate restructuring group of a national insolvency & business consulting firm.
He has a B. Comm and is a Canadian Chartered Accountant. After the completion of his CA designation, Adrian specialized in the area of corporate bankruptcy & insolvency and has the Chartered Insolvency & Restructuring Practitioner (CIRP) and Licensed Insolvency Trustee (LIT) designations.
INVESTMENTS
Our portfolio companies currently include:
Apple Inc.
Amazon.com Inc.
Costco Wholesale Corporation
Joby Aviation Inc.
Mastercard Incorporated
Microsoft Corporation
Space Exploration Technologies Corp.
(SpaceX).
Uber Technologies Inc.
Payward Limited
(Kraken).