KERRISDALE ADVISERS, LLC

Kerrisdale Advisers, LLC is an investment advisory firm located in Miami Beach, Florida. They provide investment advice and management services to clients. The firm utilizes external consultants to provide a greater degree of transparency with respect to expected compensation to certain investment professionals, structure engagements with discrete, delineated goals, and foster a superior culture among its investment professionals. Kerrisdale's use of external consultants allows them to better compete for top tier labor talent with its peers and other investment management competitors with greater resources. The firm's business practices are outlined in their Form ADV Part 2A, which includes information on fees and compensation, performance-based fees, types of clients, methods of analysis, investment strategies, risk of loss, disciplinary information, other financial industry activities and affiliations, code of ethics, participation or interest in client transactions, and personal trading.

The firm's investment philosophy is rooted in the belief that in-depth fundamental research into asset valuation can generate superior returns over long-term holding periods. They prioritize valuation, using various techniques like discounted cash flow analysis, multiples comparison, and replacement cost calculations. The firm may hold cash or liquid instruments with shorter maturities when not fully invested. The firm's investment strategies are diverse and flexible, encompassing equity and debt securities, options, and other asset classes. They may engage in short selling, leverage, and utilize derivatives for hedging or as substitutes for underlying securities. The firm is not limited by specific investment mandates and has wide latitude to pursue various strategies and tactics, including absolute return strategies and hedging against long portfolios.

(Subscription Required)

(Subscription Required)

(Subscription Required)