Gator Blue Chip Portfolio

The Gator Blue Chip Portfolio consists of 30 high-quality, large well-known company growth stocks .

Using Gator’s Investment Process, we build the portfolio from a bottoms-up perspective, seeking out both small and large businesses with strong competitive advantages, superior financial characteristics and management teams who think and perform like owners.

We expect to hold these investments for three to five years and allow the superior economics of these businesses to compound over time. As an added financial advantage, low portfolio turnover keeps taxes low.

Historical Returns

Manager Commentary

Portfolio Holdings 

Our minimum account size for the Gator Blue Chip Portfolio is $100,000 and our management fee is 1.00% annually.

To open an account, simply click here or call (813) 282-7870.