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VNORP - Gator Capital Management Q4 2023 Investor Letter
Vornado Realty Trust 6.50 conv pfd ser A
2024-02-16 04:10:00 ET
Summary
Gator Capital Management is an investment manager specializing in managing non-diversified, concentrated portfolios stocks. Our goal is to create wealth for our clients by outperforming the market benchmarks.
During the 4th quarter of 2023, the Fund outperformed both the broader market and the Financials sector benchmark.
We review the Fund’s 2023 Q4 and 2023 annual investment performance, discuss our investment thesis on Robinhood Markets, and share our thoughts about gross and net exposures.