Gates Capital Tells Investors: Like The Tech Bubble, AI Tech Frenzy Will Revert [In-Depth]

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Predrag Shipov
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Gates Capital is a systematic and event-driven fund focused on value investing principles. Companies in their portfolio can be attributed to free cash flow generation and sustainable value creation. The fund makes equity and private debt investments based on analyzing corporate dislocation events.

In the latest conference call with the investors, Jeff Gates and Justin Boisseau addressed the state of the portfolio, personnel changes, and overall market landscape. HedgeFundAlpha obtained a recording of the call and analyzed its content.

New Managerial Personal

Jeff Gates, a managing partner, used this conference opportunity to present new managing director...

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