Kerrisdale Advisers provides investment management services to private pooled investment vehicles (the "Funds"). Kerrisdale does not tailor advisory services to the individual needs of investors in the Funds. The Funds are managed according to investment objectives, guidelines, and restrictions. Kerrisdale's investment philosophy is grounded in in-depth fundamental research into asset valuation. The firm emphasizes valuation in its decision-making.
Assets Under Management$440M
Clients4
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Kerrisdale Advisers manages investments for private pooled investment vehicles (Funds). Here's how the fees work:
- Management Fee: Up to 0.5% of the fund's assets each quarter (2.0% per year), deducted from the fund. This fee may be waived or reduced for certain investors.
- Performance Allocation: An affiliate of Kerrisdale charges up to 20% of the increase in the fund's net asset value each year, but only if the net asset value exceeds its highest previous level (high water mark).
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