Sahm Adrangi is a relatively new name in the investment management arena. He is currently the Chief Investment Officer and founder of Kerrisdale Capital Management, LLC, and he has a proven track record of creating groundbreaking research for investors and fund managers.
Sahm graduated from Yale University in 2003 with his BA in Economics. Not sure what area of finance he wanted to get into, he rotated between a few different companies doing credit analysis. He worked for Deustche Bank, helping clients figure out their leveraged loan financing. Then he moved to Chanin Partners, where he worked with creditor committees to talk through bankruptcy and other credit risks. Eventually, he found that credit analysis was not as fulfilling as he’d hoped. He wanted to get into investment management. From there, he moved over to the multi-billion dollar funding firm Longacre Fund Management.
Still unsatisfied with his working experience, Sahm Adrangi decided to go on his own. With a small loan from his parents, he started Kerrisdale Capital Management. He soon grew the firm’s puny $1 million in managed assets to over $150 million today. Sahm Adrangi not only helps his clients, but he also uses his expertise in biotechnologies, telecommunications, and mining to determine which investments strategies will win and which ones will lose. Adrangi is even the publisher of certain research that led to an investigation and discovery of fraud at several Chinese companies in 2010 and 2011.
The research that Sahm does highlights just how much he understands the markets he is working in. Much of his researched has identified overhyped short positions, as well as a few undersold long positions that have a great potential in the future. Adrangi even has the knowledge to help him critically assess business strategies of major companies and prove to them why these strategies will fall flat in the future.
Sahm Adrangi has been a speaker at several different conferences, providing new and experienced investors with the information they need to make good investment decisions. Being relatively young, he will continue to shake up the investment management sector for years to come.