Kerrisdale Capital is a long/short hedge fund founded in 2009 by Sahm Adrangi. Besides making long-term value investments, Kerrisdale does not shy away from event-driven special situations and has also been involved in shareholder activism. Sectors that are often targeted for in-depth research are biotechnology, mining, and telecommunication.
In their latest quarterly letter obtained by Hedge Fund Alpha, the hedge fund addressed YTD performance and discussed in depth their three positions. Two of them are long - Universal Music Group NV (AMS:UMG) and Rentokil Initial plc (LON:RTO), and the third is a short position -
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