Gates Capital Management, Inc.
|Gates Capital Management, Inc.
|Last update 2024-02-16
|35 Stocks (3 new)
|Value $4.34 Bil
|Turnover 9 %
Gates Capital Management, Inc. Profile
Gates Capital Management, Inc. is an investment management firm based out of New York, New York. The company was originally established in 1996 by founder Jeffrey L. Gates, who continues to have an active role in the company acting as its managing partner and president. Gates Capital Management conducts its research internally and invests in the public equity, alternative, and fixed income markets on a global scale. The company utilizes a “systematic, risk averse and event-driven” approach, focusing on identifying risk and reward relationships in its investments. Gates Capital Management invests most heavily in the materials and consumer discretionary sectors, which each make up over a quarter of its total asset allocations, and also invests in the industrials, consumer staples, health care, and real estate sectors, in order of decreasing allocation. The firm’s equity investments focus on common stocks of public companies in three categories: event driven situations, such as corporate spinoffs, recapitalizations, financial restructurings, etc..; special situations; and credit focused equities. Gates Capital Management’s credit asset classes focus on larger issues such as distressed securities, generally senior secured claims where reorganization would mean a new debt instrument, and bank debts with an actively managed total return. The company keeps its holdings for 13.75 quarters on average and has had a most recent turnover rate of 20%. Gates Capital Management currently holds over $3.8 billion in total assets under management spread across 4 accounts, all of which are discretionary accounts. Although its total number of accounts has remained relatively stable in recent years, its total assets under management has been increasing, growing significantly from just over $300 million back in 2010 to well over 10 times that amount today. The company currently solely caters to pooled investment vehicles and takes advisory fees in the form of a percentage of assets and various performance based fees.
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