Gator Financial Partners commentary for the second quarter ended June 30, 2024.
Dear Gator Financial Partners:
We are pleased to provide you with Gator Financial Partners, LLC’s (the “Fund” or “GFP”) 2024 2nd Quarter investor letter. This letter reviews the Fund’s 2024 Q2 investment performance and shares our current views on the investment opportunity in Growth Banks.
Review of 2024 Q2 Performance
During the 2nd quarter of 2024, the Fund was slightly positive and lagged the broader market but outperformed the Financials sector benchmark. Our long positions in Robinhood Markets, Jackson Financial, First Citizens Bancshares, Barclays PLC, and...
