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

Should You Go All In On Water Like Michael Burry?

Water investments? Michael Burry was one of the first institutional investors to bet against the US subprime mortgage market in the mid-2000s, and today he’s concentrating all of his investment efforts on one commodity: water. Burry’s focus on water has attracted plenty of attention to the commodity in the investment community but trying to profit Read More