Value Investing

Kerrisdale Capital Up In June Due To ‘Opportunistic Short’

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

Kerrisdale capital
Kerrisdale capital