Kerrisdale Capital President and CEO Sahm Adrangi joined radio show Behind the Idea to discuss advanced techniques used to analyze proteostasis data. There was discussion about the climate for hedge funds.
Despite how bullish the market has been, and news stating that hedge funds are passe, stock analysis and selection is still on the table. At least, that’s how Kerrisdale sees it.
“We haven’t had a great deal of trouble picking long and short stocks or with fundamental investing,” says Adrangi.
Behind the Idea reviewed Kerrisdale Capital’s Proteostasis (PTI) Adrangi admits there is a bit of trouble with the thesis but it’s being worked on.
Sahm Adrangi has been a very integral part of Kerrisdale’s development. Since the company’s launch in 2009, there has been a vast increase in income. By 2017, the company’s net worth was $150 million. A hefty increase from the initial $1 million investment.
Recently, Sahm Adrangi has overseen significant changes within the hedge fund operations. He says the company will divert attention to more important and pressing functions such as biotechnology. Research is currently being published with Sage Therapeutics, Zagfen and others.
Sahm Adrangi is a man who has a lot on his plate. He has diverse talents and regularly attends conferences where he does what he does best — talk.
In the last year, he has spoken at such venues as Sohn Conference, Traders 4 a Cause, and Value Investing Conference. He has also appeared on national media outlets like Fox News, CNBC, and Bloomberg.
Adrangi holds a Bachelors of Arts degree from Yale University. Prior to his tenure at Kerrisdale, he worked for Longacre Fund Management LLC., Deutsche Bank and Chanin Capital Partners.
He is widely known for his expertise at short selling and publishing research on stocks. He is also a generous philanthropist.