HFA Icon

Gator Financial Partners 1H2022 Performance Update

HFA Padded
Jacob Wolinsky
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

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...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.