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      ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat

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      How Endowments and Foundations Can Align Investment Portfolios with Their Missions

      How Endowments and Foundations Can Align Investment Portfolios with Their Missions
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      The Rise of Oil Options: Why More Traders Are Getting Involved
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      Private Markets, Public Access
      Will 2025 Be the Year of Diversification in Equities?

      Will 2025 Be the Year of Diversification in Equities?
      Artificial Intelligence, Meet Private Equity. They’re Here to Help.

      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
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      Model Portfolios to Deliver Alternative Asset Exposure
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      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?
      Open Architecture and Next-Gen Technology Help Support Model Delivery

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      Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’

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      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?

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      More State Pension Plans Target Smaller, Direct Infrastructure Deals in ‘Their Own Backyards’
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      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio

      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio
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      Opinion: Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?
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      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty

      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty
      VC Is Down — But Private Placements for Post-IPO Companies Are Up

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      OCIOs Gain Major Ground With Private Schools

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      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?

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      Third Point Boosts Market Bets in May

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      Seattle Children’s CIO Puts Conviction Over Diversification

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      ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat

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      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025

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      Investors Reach for What They Recognize
      CFOs and COOs Show Less Favor in Emerging Markets

      CFOs and COOs Show Less Favor in Emerging Markets
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      Out with the Old, in with the New
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
      Allocators and Asset Managers Tell Us What Concerns Them Most

      Allocators and Asset Managers Tell Us What Concerns Them Most
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      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
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      Trump 2.0 and the Markets
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      Shifting Product Priorities: What Firms Have Added in the Last Five Years
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      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
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      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
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      C-PACE: The Rapidly Growing Corner of Real Estate Finance Catching Institutional Attention
      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks

      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks
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      II Live: Seizing the Model Moment

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      Corporate Defined Benefit Plans Did Better than You Might Think During Recent Volatility

      Corporate Defined Benefit Plans Did Better than You Might Think During Recent Volatility
      Gold and the U.S. Dollar: An Evolving Relationship?

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      How Endowments and Foundations Can Align Investment Portfolios with Their Missions
      U.S. Imports Surge Amid Tariff Uncertainty

      U.S. Imports Surge Amid Tariff Uncertainty
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

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      Trump 2.0 and the Markets

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      Legal Forum Summer Workshop 2025

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      The Carolina Inn, a Destination by Hyatt Hotel | Chapel Hill

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      第20回年次日本投資フォーラム 20th Annual Japan Investment Forum

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      2025 한국 글로벌 투자 포럼 2025 Korea Global Investment Forum

      Four Seasons Hotel Seoul | Seoul

      OCT 8

      2025 MEII Abu Dhabi Institutional Investor Summit
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      2025 北京环球投资论坛 2025 Beijing Global Investment Forum

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      2026 Endowments & Foundations Roundtable West
  • About Us
celarier.jpeg
Michelle Celarier
Premium
Tech Was a Tailwind in 2020, but Finally StungKerrisdale in March
Big positions in Twitter and Sea Limited hurt the hedge fund during the tech drawdown.
Michelle Celarier April 29, 2021
Twitter is Kerrisdale Capital's biggest position. (David Paul Morris/Bloomberg)

Twitter is Kerrisdale Capital's biggest position.

(David Paul Morris/Bloomberg)

Kerrisdale Capital’s love affair with technology stocks stung it in March, as the hedge fund founded by Sahm Adrangi fell 6 percent.The fund was down 4.33 percent for the first quarter, according to a private database.Kerrisdale, a long-short equity fund better known for its activist

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