Kerrisdale Partners Rebounds In May With 3.3% Return

Kerrisdale Partners Rebounds In May With 3.3% Return
Kerrisdale Partners

Kerrisdale Partners delivered net performance of +3.28% to our investors in May 2014. This brings the hedge fund’s net Ytd performance to 2.69%. Core Longs and an Opportunistic short position were positive contributors for the month. The Core shorts slightly detracted from performance. Stat sheet for May below

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Kerrisdale Partners

Kerrisdale Partners Monthly Update May 31, 2014

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How Value Investors Can Win With Tech And “Fallen” Growth Stocks

Valuation Present ValueMany value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core. Now all of the value investors who held fast to their investment philosophy are being rewarded as value Read More

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