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Gator Capital L/S Fd (COAGX)

52.48 +0.56 (+1.08%)
As of 8:06 AM EST. Market Open.

Fund Summary

The fund's principal investment strategy involves active asset allocation among long, short and cash positions in an effort to mitigate market risk (the risk of broad market declines), while employing fundamental and technical analysis in an effort to mitigate stock selection risk. It typically invests between 30% and 100% of its net assets in common stocks and ETFs, and between 0% and 30% in cash, money market investments or fixed income securities. It may invest in companies of any size.

Gator Capital L/S Fd

Norcross, GA 30092
5185 Peachtree Parkway

Fund Overview

Category Long-Short Equity
Fund Family Caldwell & Orkin
Net Assets 41.11M
YTD Return 25.06%
Yield 0.00%
Morningstar Rating
Inception Date Aug 24, 1992

Fund Operations

Last Dividend 0.16
Last Cap Gain 31.00
Holdings Turnover 40.00%
Average for Category --

Fees & Expenses

Expense COAGX Category Average
Annual Report Expense Ratio (net) 3.08% 1.92%
Prospectus Net Expense Ratio 3.08% --
Prospectus Gross Expense Ratio 3.20% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Christopher Pilecki, CFA?. Mr. Christopher Pilecki joined Gator Capital Management as a Trader and Quantitative Analyst in 2014. From 2008 through 2014, Mr. Christopher Pilecki was a Trader at Chesapeake Capital Corporation where he focused on trading equity index, fixed income, foreign currency (FX) and commodity futures contracts on global exchanges. While at Chesapeake, Mr. Christopher Pilecki also was involved in trading system research. Mr. Christopher Pilecki was an analyst at Atlantic Capital Management in Richmond, VA from 2003 to 2008. At Atlantic, Mr. Christopher Pilecki followed small and mid-cap companies in the technology and energy sectors. He also worked at Shockoe Capital, a long/short equity hedge fund, and in the sell side research department of Wachovia Securities prior to joining Atlantic Capital. Mr. Christopher Pilecki holds an MBA with a concentration in Finance from Johns Hopkins University and a BS in Civil Engineering from the University of Virginia. He holds the Chartered Financial Analyst? designation.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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