Morningstar

Gator Capital Long/Short Fund GATRX

Medalist Rating as of Aug 31, 2026 See Caldwell & Orkin Investment Hub

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GATRX	Gator Capital Long/Short Fund	No Load	Open			Aug 24, 1992	$74.32M	1.570%	Above Average	$5,000	$1.32M

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