GATES CAPITAL Overview

Gates Capital Management Inc is a hedge fund that manages 3.8 BN dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 49% of the manager's regulatory AUM.

GATES CAPITAL StockAlpha

-0%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GATES CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DAR 8.1% Cons. Staples -2.15% 0.22% 8 5%
DVA 6.7% Health -2.78% 0.08% 0 12%
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FEATURED IN
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GATES CAPITAL Founders and Key Employees

Name Title In Position Since
Jeffrey L. Gates President / Portfolio Manager June-1996
Dax Vlassis Director Of Event-Driven Research March-1999
Justin L. Boisseau Director Of Equity Research / Chief Operating Officer July-2003
Marc M. Blatter Chief Financial Officer & Chief Compliance Officer January-2014

GATES CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

GATES CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Gates Capital makes Fund investments based on cash flow generation, focusing on event-driven equities and debt. Event-driven securities include equities and debt created through spin-offs and financial restructurings. Debt investments tend to be larger issues that are more senior in the capital structure with low equity risk. The Fund seeks to buy securities which trade at a significant discount to their intrinsic value and to short securities that trade well above their intrinsic value. Importantly, the Fund invests in situations where a reason for a valuation
discrepancy can be discerned and is deemed temporary. The investment policy and approach of


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FORM ADV PART 2A | GATES CAPITAL MANAGEMENT, INC. MARCH 13, 2015


each Fund is described in detail in each Fund’s offering documents, copies of which will be delivered to...
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GATES CAPITAL Portfolio Concentration

GATES CAPITAL Location

1177 AVENUE OF THE AMERICAS
46TH FLOOR
NEW YORK, New York
UNITED STATES, 10036

GATES CAPITAL Contact Information

Phone Number: 212-626-1421
Fax Number: 212-626-1417
Website:

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