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