Here’s Deep Sail Capital’s Views on its Current Position: Arista Networks (ANET)

Deep Sail Capital, an investment management company, released its first-quarter investor letter. A copy of the letter can be downloaded here. Deep Sail Capital Partners returned 0.02% net of fees in the quarter and averaged 80% net long exposure. The fund outperformed benchmarks, the Russell 2000 index and the Russell Mid-Cap Growth index, by 9.5% and 7.1%, respectively. The short portfolio significantly contributed to performance this quarter, particularly as the overall market experienced a decline. Its positive impact surpassed the losses from the long portfolio, even though the average...