B
Gator Capital Long/Short Fund COAGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
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Performance
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Beta
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Forward Dividend Yield
Price
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NAV
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Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Caldwell & Orkin
Manager/Tenure
(Years)
Derek Pilecki (7), Christopher Pilecki (6)
Address
Caldwell & Orkin
Norcross GA - 30092
Country
United States
Phone Number
800-237-7073
Investment Strategy
The investment seeks to provide long-term capital growth with a short-term focus on capital preservation. The fund's principal investment strategy involves active asset allocation among long, short and cash positions in an effort to mitigate market risk (the risk of broad market declines), while employing fundamental and technical analysis in an effort to mitigate stock selection risk. It typically invests between 30% and 100% of its net assets in common stocks and ETFs, and between 0% and 30% in cash, money market investments or fixed income securities. It may invest in companies of any size.
Weiss Ratings