The Gladiator Fund

A disciplined, high-conviction, long-only equity portfolio in which holdings are selected using strict rules and fundamentally driven screening criteria. The Gladiator Fund’s investment objective is consistent and meaningful out-performance of the broader equity market as defined by the S&P 500.

The Gladiator Investment Perspective

At Gladiator Capital we believe high-conviction portfolio management can add significant value over passive strategies and that long-term outperformance is predominately the result of effective active management through superior stock selection rather than sector rotation. We seek to capitalize on is the well-documented, consistent underperformance of investment managers with respect to the broader equity markets. We have identified a common set of issues that are the cause of the majority of active manager’s underperformance and designed an investment methodology that sidesteps these pitfalls. Specifically, we overcome these pitfalls by utilizing fundamental signals in an objective manner, strict investing criteria, and the active avoidance of identifiable common cognitive errors such as overconfidence in our ability to predict the future.

Investment Objective

Long Term Capital Appreciation & Returns Superior to the Overall Equity Market

• Consistently & meaningfully outperform the broader equity market as defined by the S&P 500
• Concentrated equity positions (historically under 15 holdings)
• Traditional long-only structure
• Non-Leveraged

Fund Performance

The Gladiator Fund began investment activities on August 1st of 2015. The following contains the fund's gross quarterly returns since inception.