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Tampa, FL 33602
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Caldwell & Orkin – Gator Capital Long/Short Fund
Objective
To provide long-term capital growth with a short-term focus on capital preservation from both investment opportunity on both the long and short sides of the portfolio.
Investment Strategy
Active asset allocation among long, short and cash positions in an effort to mitigate market risk while employing fundamental and technical analysis in an effort to mitigate stock selection risk.
Long Portfolio – comprised of securities that we believe will increase in price
Short Portfolio – comprised of securities that we have borrowed and sold short because we believe they will decrease in price
Team
Co-Portfolio Manager
Co-Portfolio Manager
FINRA’s BrokerCheck
Investing involves risk, including loss of principal. The Fund uses aggressive investment strategies (including short positions and options) that have the potential for yielding high returns; however, these strategies may also result in losses. Stocks sold short have unlimited risk. Investment return and principal value will fluctuate so that an investors shares, when redeemed, may be worth more or less than their original cost. Options are not suitable for all investors.
The Fund is distributed by Ultimus Fund Distributors, LLC.
PORTFOLIO STATISTICS
AS OF MARCH 31, 2023
Inception
August 24, 1992
Total Net Assets
$19,304,624
Number of Long Holdings
43
Number of Short Holdings
34