Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management

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.

You can listen to Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management online on Radio and Podcast. Open the player on this page to stream the available audio.

Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management is an episode from Compounders: The Anatomy of a Multibagger by Ben Claremon & SNN Network.

This episode is 59:18 long.

This episode was published on Aug 25, 2025.

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