gatorfinancialpartners
Gator Financial Partners commentary for the second quarter ended July 2021. Q2 2021 hedge fund letters, conferences and more Dear Gator Financial Partner: We are pleased to provide you with Gator Financial Partners, LLC’s (the “Fund” or “GFP”) Q2 2021 investor letter. This letter reviews the Fund’s second-quarter investment performance. We also discuss the opportunity we see in small banks and our investment thesis in Esquire Financial Holdings. Review of Q2 2021 PerformanceFor the second quarter of 2021, the Fund lagged both the overall market and the Financials sector benchmark. Navient, Rea...
ValueWalk
Gator Financial Partners commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more Dear Gator Financial Partner: We are pleased to provide you with Gator Financial Partners, LLC’s (the “Fund” or “GFP”) Q1 2021 investor letter. This letter reviews the Fund’s first-quarter investment performance and the sale of our Credit Suisse position. We also discuss our investment thesis on Royal Bank of Canada. Review Of Q1 2021 PerformanceFor the first quarter of 2021, the Fund outperformed the overall market but lagged the Financials sector benchmark. Navient...
ValueWalk
Gator Financial Partners commentary for the fourth quarter ended December 2020, discussing opportunities in small cap financials such as BBX Capital Inc (OTCMKTS:BBXIA), Arlington Asset Investment Corp (NYSE:AAIC), and Kingstone Companies Inc (NASDAQ:KINS). Q4 2020 hedge fund letters, conferences and more Dear Gator Financial Partner: We are providing you with the Gator Financial Partners, LLC’s (the “Fund” or “GFP”) Q4 2020 investor letter. This letter reviews the Fund’s 4th quarter and 2020 investment performance. We’ll briefly discuss the Fund’s current portfolio positioning within the Fina...
ValueWalk
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