The Gator Financial Fund will invest at least 30% of its net assets in securities companies “principally engaged” in the business of providing financial services. The Fund considered an issuer to be “principally engaged” in the business if at least 50% of its assets, gross income, or net profits are committed to, or derived from, financial services activities. Financial services activities are activities primarily related to consumer and commercial banking, insurance, securities and investments, specialty finance and real estate.

Sign up to receive Gator research

(We expect to email you 6-8 times per year)