Gator Financial Partners letter to investors for the first half of the year ended June 30, 2022.
Q2 2022 hedge fund letters, conferences and more
Dear Gator Financial Partners:
We are pleased to provide you with Gator Financial Partners, LLC’s (the “Fund” or “GFP”) 1st Half 2022 investor letter. This letter reviews the Fund’s 1st half of 2022 investment performance, our current thoughts on bank stocks, and our investment thesis on Axos Bank.
Review of 1st Half 2022 Performance
During the 1st Half of 2022, the Fund outperformed the Financials sector benchmark and the broader market. Short positions in SoFi Technologies, Compass, and Boston Properties were top contributors to performance. The largest detractors were long positions...

