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Value Hedge Fund Kerrisdale Capital up 200% in 2011!


jacobwolinsky
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Or shorting/buying puts on Chinese frauds has worked. I have been continually unimpressed with Kerrisdale's long ideas and I think they mentioned in an earlier letter that their longs were performing even with the market.

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Some of the best value investors have made their money off shorting frauds; Einhorn, Ackman, many others. Does that make it any less impressive?

 

lol you've probably never seen my posts, I was just pointing out that they made their money differently than most value investors and their vanilla longs weren't that impressive,

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