We consult with each client to determine overall financial objectives and risk comfort level, followed by a recommendation of the appropriate investment strategy consistent with those goals. On a continual basis, we monitor our portfolios, the markets and the client’s situation to adjust the investment holdings to reflect changing conditions.

We would be happy to work with your existing financial adviser. We will work with your Financial Adviser to set up a sub-account within your main brokerage account to hold the portfolio we manage for you.

Gator seeks to build focused portfolios of high-quality stocks.  A high-quality stock is a company with a wide and growing economic moat.  Economic moat is a term popularized by Warren Buffett to describe a durable competitive advantage. 

Our clients are either individuals or institutions with a broad range of backgrounds and financial sophistication. They range from young families starting to accumulate savings to some of the largest firms on Wall Street. Our clients are attracted to our market-tested investment philosophy and investment process, as well as our straight-forward interaction that helps to reduce stress for the client. We strive to have regular, open communication with our clients. We don’t earn commissions for selling products and we have an alignment of interests because we only do well if our clients do well.

Gator Capital Management is a boutique investment manager specializing in managing non-diversified, concentrated portfolios of high-quality stocks. Our goal is to create wealth for our clients by outperforming the market benchmarks. We offer clients several investment strategies such a small-cap focused strategy (Gator Concentrated Small Cap ) and a financial services focused hedge fund (Gator Financial Partners.)

Gator Capital Management is a SEC Registered Investment Adviser*.