Gator Capital on Wealthfront — investors are free to contact me
Dec/110
Gator Capital’s Small Cap Portfolio has been available on Wealthfront for the past 15 months. With the launch of Wealthfront’s new service, they will no longer be offering premium money managers on their platform. If you are a Wealthfront client and would like Gator Capital to continue managing your portfolio, please contact us directly. We are waiving our minimum portfolio size for former Wealthfront clients.
My contact information is derek.pilecki@gatorcapital.com and (813) 282-7870.
I’ll need three things from you to continue managing your account:
1. Signed change of advisor form for InteractiveBrokers.
2. Signed Investment Management Agreement for Gator Capital.
3. A copy of your driver’s license.
You can scan and email all three items to derek.pilecki@gatorcapital.com or fax them to (813) 425-9168.
The switch is easy because you will not have to change you brokerage account. Thank you for investing with me on Wealthfront. We look forward to managing your portfolio directly.
Gator Small Cap Portfolio – 3rd Quarter Review
Nov/100
Gator Small Cap Portfolio – 2010 3rd Quarter Review from Gator Capital on Vimeo.
Derek Pilecki, the portfolio manager at Gator Capital Management, hosts a webinar reviewing the 3rd Quarter performance of the Gator Small Cap Portfolio. The Gator Small Cap Portfolio invests in the stock of 30 companies with market capitalizations of under $3 billion at the time of purchase.
Gator Small Cap Portfolio – Quarterly Review November 2010
Nov/100
Join us for a Webinar on November 18
Space is limited.
Reserve your Webinar seat now at:
https://www3.gotomeeting.com/register/424618182
Derek Pilecki, the portfolio manager of the Gator Small Cap Portfolio, will review the performance of the portfolio. He will also review the trades made within the portfolio during the quarter and will share the investment thesis behind each trade. He will review stocks that added and detracted from performance. Finally, he will answer questions from the audience.
The Gator Small Cap Portfolio is one of five long-only portfolios offered by Gator Capital Management. The portfolio has an inception date of December 29, 2008. The minimum investment is $100,000. The portfolio is also available on the WealthFront investment platform at https://www.wealthfront.com/gator-capital.
Gator Capital’s website is http://www.gatorcapital.com/
Please register early as capacity is limited.
Please forward this invitation to friends and colleagues who you think would be interested.
Title: Gator Small Cap Portfolio – Quarterly Review November 2010
Date: Thursday, November 18, 2010
Time: 2:00 PM – 2:30 PM EST
After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server
Macintosh®-based attendees
Required: Mac OS® X 10.4.11 (Tiger®) or newer
Gator Capital’s Small Cap Portfolio Listed on kaChing.com Platform
Aug/100
FOR IMMEDIATE RELEASE
TAMPA, FL [8/27/10] — Gator Capital’s Small Cap Portfolio has been selected by kaChing to be a featured portfolio on the kaChing.com platform. kaChing.com is the nation’s leading online destination that connects independent investment managers with individual investors. The Gator Small Cap Portfolio earned an Investing IQ of 154 based on the risk-adjusted returns, quality of investment rationale and adherence to the stated management style.
Gator Capital Management, a private investment management firm, manages concentrated portfolios of stocks of high-quality businesses. High-quality businesses have durable competitive advantages, business models with attractive economics and management teams dedicated to creating shareholder value. Historically, Gator Capital’s portfolios have had low turnover, which has allowed management teams time to create shareholder value and has reduced taxes for our clients.
kaChing evaluates investment managers based on Investing IQ, a proprietary data-driven metric that separates the lucky from the good. Investing IQ is based on some of the same factors used by Ivy League endowments to select investment managers: risk-adjusted returns, quality of investment rationale, and how closely a manager sticks to their stated investment style. An Investing IQ of at least 140 is required to be listed on the kaChing platform, and Gator Capital is one of a select group of investment managers from across the country that has achieved this status.
“We are extremely pleased and excited to be included on kaChing’s platform of leading investment managers,” commented Gator Capital’s Portfolio Manager Derek Pilecki. “kaChing has made an important innovation in the financial advisory business to give investors the tools and transparency to hire independent investment managers directly. Their scalable technology creates efficiencies for both the investor and the investment manager.”
“Many investment managers have difficulty providing low-cost investment management services for smaller clients. At Gator Capital, we have received requests for investment management from many individuals with smaller amounts to invest,” explained Pilecki. “By working with kaChing, we are now in a position to offer our Small Cap Portfolio to people with as little as $10,000 and open a channel for investors to invest in our portfolios directly online.”
For more information or to open an account, please visit http://www.gatorcapital.com/ or http://www.kaching.com/gator-capital
About Gator Capital Management
Gator Capital Management is a boutique investment management firm dedicated to the professional management of focused, high‐quality growth investment portfolios for high‐net worth individuals and institutions. Gator’s Investment Philosophy is to build portfolios of stocks by viewing each stock purchase as an investment in the underlying business, by investing in high‐quality growth businesses, and by focusing its portfolios on its best ideas.
This press release does not constitute and is not intended to constitute an offer or solicitation for an investment in any Gator Capital’s investment portfolio, including the portfolios mentioned herein.
Contact:
Gator Capital Management
Derek Pilecki
Managing Member
+1 813 282 7870
derek.pilecki@gatorcapital.com
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Gator Small Cap Portfolio Starts the Year Off Strong
Mar/102
The Gator Small Cap Portfolio has had strong performance in the first 10 weeks of 2010. Through March 15th, the Gator Small Cap was up 9.3% after fees compared to 7.8% for the Russell 2000® Index. This continues the portfolio’s strong performance from 2009 when it was up 81.6% compared to 25.2% for the Russell 2000® Index.
We had several strong stocks in the portfolio to start the year. Tivo is up 63% year-to-date on the back of a favorable court ruling awarding the company monetary damages for continued infringement of its patents by a competitor. Brink’s Home Security is up 29% after a larger competitor agreed to acquire the company. Also, DineEquity, the franchisor for IHOP and Applebee’s, is up 46% so far in 2010 after reporting stronger earnings and a better than expected outlook for the rest of 2010.
The Gator Small Cap Portfolio holds a concentrated portfolio of 30 stocks of companies with market capitalizations under $3 billion at the time of purchase. We attempt to own smaller companies with strong franchises and business models with favorable economics. We want to hold onto the shares for multiple years to allow the management teams time to compound the strong economics of their businesses. During 2009, we had 30% turnover portfolio holdings.
We believe the Gator Small Cap Portfolio is a unique offering because it is a small cap portfolio offered in separately managed account form. In addition, the portfolio is concentrated which is unusual for a small cap portfolio. Lastly, our account minimum is $100,000, which makes the portfolio available to individuals with modest assets. Our clients may choose any broker or custodian to hold their account. If the client does not have an existing relationship, most of our clients take advantage of our relationship with Fidelity Investments.
Due to the Gator Small Cap Portfolio’s investments in small company stocks and the portfolio’s concentration of holdings, we expect the portfolio to have a much higher degree of volatility than the overall stock market. Please only invest money which you will not need for five or more years. Past performance is not indicative of future results.
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