Founded
2008

Company Name
Gator Capital

Number of Employees
2

  • Address
  • 100 S. Ashley Dr.
  • Suite 895
  • Tampa
  • Florida
  • United States
  • 33626

Gator Capital

Portfolio manager Derek Pilecki at Gator Capital spent 11 years covering the Financials sector for major buyside investment management firms including Goldman Sachs Asset Management. He has a strong passion for investing and only builds portfolios that he would invest in himself.

Investment process

Gator Capital believes in bottom-up, fundamental investing. Derek Pilecki focuses on companies with strong business franchises. His due diligence includes reading earnings releases and conference call transcripts, reviewing recent investment presentations and listening to other investors' reasoning about a potential investment. He often talks with a company's senior management before he invests in any given stock.

Company background

Gator Capital was founded in 2008 by Derek Pilecki. He launched the long-only investment strategies in 2008. The firm is based in downtown Tampa.

Investment portfolio

The Gator Small Cap Portfolio invests in 30 companies with market capitalizations of less than $3 billion (small cap).

Strategy
Stocks
Sharpe ratio
0.77 365 days
Performance
11.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture Publicly Traded PE Firms: Business Franchises Not as Volatile as Their Stock Prices October 13, 2011

    The current sell-off in the stock market is presenting a second opportunity to buy the publicly traded private equity firms.

  2. Profile Picture Citigroup's collateral damage from Bank of America September 29, 2011
  3. Profile Picture Value investors tend to both buy too early and sell too early September 06, 2011
Show more

Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.