The Gator Financial Fund’s goal is to employ a concentrated small cap portfolio to achieve long-term returns in excess of the Russell 2000 Index.
The objective of the Gator Financial Fund is long-term capital appreciation:
Investments in the Fund will be in small and mid-sized company stocks because we believe they have better potential growth prospects.
We believe the market for smaller company stocks is less efficient as companies have limited institutional research leverage and the universe of investors is smaller.
We focus on companies with high-quality businesses. Attractive qualities include competitive advantages such as brand or market position, business models with attractive economics, and management teams that act as owners.
With the Fund’s concentrated portfolio of small company stocks, our goal is to meaningfully outperform the Fund’s benchmark, the Russell 2000 Index®. With the availability of low-cost exchange traded funds (or ETFs), it is quite easy and routine these days for investors to get exposure to virtually any segment of the stock market with minimal fees. For this and other reasons we agree with investors who would conclude there is little to no advantage of investing in a mutual fund that delivers returns similar to a benchmark.
We hope to differentiate the Gator Financial Fund by attempting to outperform its benchmark by a meaningful amount. Of course, we can’t guarantee that the Fund will outperform, and there could be periods where the Fund could probably underperform. However, over time, we hope we will be able to manage the Fund so it outperforms its benchmark and will make it a compelling investment compared to an ETF tracking the same benchmark.
Gator has maintained a consistent investment philosophy since inception:
We encourage you to read the prospectus carefully before investing.
|Fund Facts as of 12/31/2018|
|Total Net Assets||$2.7 million|
|Wtd. Avg. Market Cap||$4.9 billion|
|Med. Market Cap||$2.9 billion|
Managing Member and Portfolio Manager
Founded Gator in 2008
BA Duke University
MBA University of Chicago