Sahm Adrangi's Kerrisdale Capital was up 6.5% for the fourth quarter, including a decline of 0.3% in October and gains of 3.2% and 3.5% for November and December, respectively. For comparison, the S&P 500 gained 12.2% during the fourth quarter, while the Barclay Hedge Fund Index was up 9.3%.
Q4 2020 hedge fund letters, conferences and more
Kerrisdale Is Long Vertiv Holdings
In its fourth-quarter letter to investors, which was reviewed by ValueWalk, the Kerrisdale team explained their long thesis for
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