Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
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Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management
Compounders Podcast
59 minutes 18 seconds
2 months ago
Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management
My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in small cap US equities that goes back to the early 2000s. We haven’t had many managers who actively short on the podcast and I was curious to hear from Andy about:
How Kettle Hill is differentiated versus other hedge funds;
What he thinks about the small cap investing landscape today;
The difference between a stock that fits in the long book versus in the short book;
What it has been like to be a short investor in recent years; and
How he thinks about concentration and risk management.
Compounders Podcast
Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
