Hedge Fund - Gates Capital Management

Founded in 1996, Gates Capital Management is a distinguished event-driven alternative asset manager providing advisory services for a diverse family of funds tailored to institutional and private clients worldwide. Registered with the SEC as an Investment Adviser, Gates Capital Management is headquartered in New York, NY, serving the global investment community with excellence and integrity.

Jeffrey Gates currently serves as President and Portfolio Manager of the firm. He began his career in finance after earning a BS in finance from Kansas State University in 1984, starting as a high-yield bond research analyst at Kidder, Peabody & Company. In 1988, Gates furthered his education at the Wharton School of the University of Pennsylvania, earning an MBA, and subsequently joined Schroder as a high-yield bond research analyst. His tenure at Schroder included roles as a high-yield salesperson from 1990 to 1995 and as Director from 1995 to 1996. With over 25 years of experience, Gates has specialized in high-yield bond research. As an event-driven investor, Jeffrey Gates focuses on identifying "dislocation events" within public companies that create cash flow and sustainable value. He implements his investment strategies across both debt and equity markets to articulate his perspectives effectively.

Gates Capital Management manages assets for 4 clients, with discretionary assets under management (AUM) totaling $3,643,526,000 as of their Form ADV dated March 2024. In their most recent 13F filing for Q1 2024, they disclosed managing $4,796,991,994 in 13F securities, with a significant top 10 holdings concentration of 54.01%. The largest holding in Gates Capital Management's portfolio is 5,000,000 shares of The Industrial Select Sector SPDR Fund.