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Gator

L/S Equity & LO

Confidential.  For approved investors only.

Inception

July 1, 2008

Location

Strategy

Tampa, FL

$220/300M

Strategy Overview

Key Highlights

Long-Biased, Small/Mid-Cap Orientation (Ex-GSAM, 25+ Years Investing, 22.5+ Net Annualized)

  • Concentrated Themes, Investing in Non-Bank Financials
  • Fundamental Investing, 3-4% Overlap with XLF

Documents

GET IN TOUCH

CONTACT US

100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

info@oakpointadv.com

+1 (212) 588-6400

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Services

Capital Raising

IR Marketing

Resources

Our Team

News & Insights (Coming Soon)

Disclosure

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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