# The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital Page: https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600/the-hedge-fund-beating-the-s-p-500-trading-only-financial-stocks-derek-pilecki-of-gator-capital Text version: https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600/the-hedge-fund-beating-the-s-p-500-trading-only-financial-stocks-derek-pilecki-of-gator-capital.md Podcast: [Other People's Money with Max Wiethe](https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600) Published: 2025-10-28T18:00:00+00:00 Episode link: https://traffic.megaphone.fm/EWWMN6543700818.mp3 Audio file: https://traffic.megaphone.fm/EWWMN6543700818.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/other-people-s-money-with-max-wiethe-7072600/episodes/the-hedge-fund-beating-the-s-p-500-trading-only-financial-stocks-derek-pilecki-of-gator-capital Duration seconds: 3414 ## Resource Derek Pilecki’s hedge fund Gator Capital has outperformed the S&P 500, compounding at over 22% since inception while focusing exclusively on financial sector stocks. In this interview Derek discusses why he thinks recent concern in the financial sector is overblown, how he has grown his firm’s assets to over $300m, and why he believes that good performance is simply not enough to grow a successful hedge fund. Derek also discusses how he manages his mutual fund alongside his hedge fund and why he doesn’t see the vehicles as competing but serving two separate investor bases. Sign up for Gator Capital's distribution list: https://www.gatorcapital.com/ Follow Derek on X: https://x.com/gatorcapital Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/other-people-s-money-with-max-wiethe-7072600/episodes/the-hedge-fund-beating-the-s-p-500-trading-only-financial-stocks-derek-pilecki-of-gator-capital/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/other-people-s-money-with-max-wiethe-7072600/the-hedge-fund-beating-the-s-p-500-trading-only-financial-stocks-derek-pilecki-of-gator-capital.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.