Gator Financial Fund

Objective

Seek long-term capital appreciation by investing in financial services companies.

Investment Strategy

  • To own a concentrated portfolio of companies in the financial services sector
  • We seek to buy shares in companies that can double in a 3-year investment time frame

Team

Derek Pilecki, CFA

Portfolio Manager

Chris Pilecki, CFA

Trader and Quantitative Analyst

Please consider the investment objectives, risks and charges and expenses of the fund carefully before investing. The fund’s prospectus contains this and other information about the fund and is available on this website HERE or by calling (866) 738-3629. Please read the prospectus carefully before investing.

The Gator Financial Fund is distributed by Arbor Court Capital, LLC – Member FINRA

PORTFOLIO STATISTICS

AS OF MARCH 31, 2019
Inception April 24, 2013
Total Net Assets $3.3M
Median Market Capitalization Long $7.7B
Number of Holdings in Portfolio 39