Wednesday, May 18, 2011

About Kerrisdale Capital's 2011 Q1 73% Return

Kerrisdale Capital appears to be a hedge fund who specializes in finding distressed securities around fraud. Bottom line here: small niche, big edge. They're up 299% since inception in 2009.

Here's their latest Quarterly Letter, around how they make money.

Kerrisdale Quarterly Letter 3-31-11

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