Florida based Gator Capital Management is one of the most overlooked investment firms in the US. Managed by Derek Pilecki, the firm has returned a net annualized 24.9% since inception, (mid-2008) vs. 9.9% for the S&P 500 by focusing on financials during a time when most other investors have been too terrified to touch the sector. And ValueWalk only heard good things about the dirm (although of course this is not an endorsement)
In the August 31 issue of Value Investor Insight, Derek Pilecki speaks about his strategy, why he believes there's still value to be found in the financial sector, and he highlights some of his favorite ideas. Below are some highlights of the Gator Capital Management interview.
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Gator Capital Management: Finding...
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