Kerrisdale Capital Management

Sahm Adrangi is the founder and Chief Investment Officer, responsible for all investment decisions at the firm. He has been the public face of Kerrisdale since its founding in 2009.

Kerrisdale sources ideas through internal fundamental research, often identifying companies with accounting irregularities, unsustainable business models, or regulatory risks. The firm then publishes detailed reports to drive its investment theses.

Kerrisdale is structured as a hedge fund, not a family office. It manages capital for external investors and is registered with the SEC.

Kerrisdale makes direct equity investments in publicly traded companies, typically taking both long and short positions. It does not act as a fund-of-funds or commit capital to other managers.

Kerrisdale targets publicly traded equities, often focusing on event-driven opportunities such as litigation, regulatory decisions, or earnings surprises. It is not a venture or growth-stage investor.

Kerrisdale does not typically engage in co-investments with external general partners. It operates independently, publishing its own research and executing trades in the public markets.

The firm's capital comes from external investors; the specific sources of wealth for its limited partners are not publicly disclosed.