Kerrisdale Capital Wins Big in January

Kerrisdale Capital is a brainchild of Sahm Adrangi, an investor known for his shrewd and unorthodox approach to both long and short positions. While his strategy has been criticized by the industry, Adrangi’s firm is still very active.

Currently, Kerrisdale Capital is managing $266 million in AUM and has started 2025 with flying colors. The first month's delivery of +7.5% is a good sign in contrast to an underperforming 2024 with a mere +1.6% gain. In comparison the comparable index S&P 500 delivered over +23% gains in 2024.

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Cumulative gains since inception have risen to 3,526%, significantly outperforming the S&P 500's 784% gain over the same period. The fund has consistently outperformed...