Through 12/31/2011
The Gator Small Cap Portfolio is a seperately managed account portfolio of 30 stocks with market capitalizations under $3 billion. We buy stocks of companies with strong business franchises and business model we understand. We like to buy stocks with assymetrical risk/reward payoffs. Then, we own them for 3 to 5 years. This results in annual portfolio turnover of about 25% which reduces taxable transactions. We detail our recent portfolio transactions in our quarterly Portfolio Manager Commentary.
We've had strong performance since inception. If you would like to invest in the Gator Small Cap Portfolio or offer the portfolio to your clients, please call our Portfolio Manager, Derek Pilecki, at (813) 282-7870.
| 2011 | 2010 | 2009 | Since Inception | Inception Date | |
|---|---|---|---|---|---|
| Gator Small Cap Portfolio | 1.12% | 35.40% | 80.35% | 177.12% | 12/26/2008 |
| Russell 2000 Index | -5.45% | 26.85% | 27.19% | 67.39% | |
| Relative Performance | 6.57% | 8.55% | 53.35% | 109.72% |
Past performance is not indicative of future results.
Want to see the thought process behind one of Gator’s recent stock purchases?
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