# Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management

Page: https://stenobird.com/podcast/compounders-podcast-6864958/investing-in-dislocations-with-andy-kurita-of-kettle-hill-capital-management
Text version: https://stenobird.com/podcast/compounders-podcast-6864958/investing-in-dislocations-with-andy-kurita-of-kettle-hill-capital-management.md
Podcast: [Compounders Podcast](https://stenobird.com/podcast/compounders-podcast-6864958)
Published: 2025-08-25T12:00:00+00:00
Episode link: https://compounders.podbean.com/e/investing-in-dislocations-with-andy-kurita-of-kettle-hill-capital-management/
Audio file: https://mcdn.podbean.com/mf/web/upqjvccp7279p67w/Kettle_Hill68t1m.mp3
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JSON: https://stenobird.com/v1/public/podcasts/compounders-podcast-6864958/episodes/investing-in-dislocations-with-andy-kurita-of-kettle-hill-capital-management
Duration seconds: 3558

## Resource

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.

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## Transcript

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