Gator Financial Partners 2Q21 Commentary: Esquire Financial Holdings
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...