Sahm Adrangi’s Kerrisdale Capital, known for its savvy shorts on satellite companies, is having one of its best years since its 2009 launch.
Kerrisdale is up 32 percent through July, according to an investor report seen by Institutional Investor. The big gains this year are being driven by a long position in spectrum provider Intelsat, according to an individual knowledgeable about the matter.
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