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