Kerrisdale Capital Up In June Due To ‘Opportunistic Short’

Kerrisdale Capital Up In June Due To ‘Opportunistic Short’
Kerrisdale capital

Kerrisdale Partners* delivered net performance of +1.07% to our investors in June 2014.  This brings net Ytd performance to 3.79%.  Core Longs and a single Core Short position were the primary positive contributors for the month.  One Opportunistic Short position and several other Core Shorts slightly detracted from performance

See the full tear sheet from Kerrisdale Capital below

Kerrisdale Capital Monthly Update June 30, 2014

Updated on

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

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