The LS Opportunity Fund (LSOFX), sub-advised by Gator Capital Management, LLC, is a Long-Short Equity strategy that pursues a fundamental, bottom-up, investment approach.
FUND MATERIALS
About the Interim Sub-Advisor
Gator Capital Management, LLC is the current Interim Sub-Advisor to LSOFX.
Interim Portfolio Manager – Derek Pilecki
Chartered Financial Analyst B.A. – Duke University
In 2008, Derek Pilecki founded Gator Capital Management, where he manages long/short and long-only financials strategies, as well as select individual portfolios. He has overseen a private fund for 17 years and has both launched one mutual fund, assumed management of another, and has a significant amount of his own capital invested in the strategies.
From 2002 to 2008, Derek was a Portfolio Manager and Co-Chair of the Investment Committee on the Goldman Sachs Asset Management Growth Equity Team. Earlier, he was an Analyst at Clover Capital Management and Burridge Growth Partners, covering the Financials sector, and worked at Fannie Mae conducting interest rate risk analysis. Derek holds an MBA with honors in Finance and Accounting from the University of Chicago, a BA in Economics from Duke University, and is a CFA® charterholder.
