Gator Capital Management Q2 2019 Investor Letter

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Includes: ALLY, AMP, CG, COWN, CS, GS, KINS, MS, NMIH, OMF, SLM, SYCRF, UBS, VCTR, ZION
by: Fund Letters
Summary

At Gator Capital Management, we are dedicated to the management of concentrated investment portfolios consisting of companies with proven profitability and dominant franchises.

For the 2nd quarter of 2019, we lagged the Financials sector benchmark and the overall market, but we continue to outperform our benchmarks on a year-to-date basis.

Even though the broader stock market averages are making record highs, we believe stocks in the Financials sector remain generally inexpensive, and stocks in our portfolio, in particular, are very.

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.