Kerrisdale

Partners LP

Fund Investment Objectives

Kerrisdale Capital Management, LLC is a fundamentally-oriented investment manager that focuses on long-term value investments and event-driven special situations. Kerrisdale has $275 million in assets under management and is based out of New York City. Kerrisdale is unique in that the firm actively shares its investment ideas with the broader investment community through its own blog, twitter and 3rd party websites like Seeking Alpha. The firm believes that hedge funds will increasingly use the internet to enhance activist campaigns and broadcast their investment theses and has taken steps to be at the forefront of this shift. Kerrisdale Partners is the name of our sole investment strategy and it is available to investors via Kerrisdale Partners LP, Kerrisdale Partners Offshore Ltd and managed accounts.