2020 Letter: Kerrisdale Outlines Long Thesis For This ESG Tech Stock

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Michelle deBoer-Jones
Published on
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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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.