Socially Responsive Investing

Client Ideals > Research > Portfolios > Results

Responsive approach to Social Investing
20+ years of Socially Responsive Investing :

  - Consistently applied investment discipline
  - Customized separate accounts
  - Adoptive of Unique needs of Institutions
  - Responsive to Client Objectives
  - Responsive to each Client's Social Guidelines

SRI Portfolios

Gabelli SRI Fund Inc.
For long-term investors who seek capital appreciation and believe that the market will favor value over growth stocks over the long term. For additional information, visit the Gabelli SRI Fund.

Traditional Value
Seeks 10% Real Rate of Return; Capital preservation; Risk control through diversification and internally generated research.
Printable Factsheet

Large Cap Value
Seeks S&P 500/BARRA Value return +2%. S&P 500 +2% over a 5-year market cycle. Capital preservation; Risk control through diversification and investments in large capitalization companies.

Small Cap Value
Seeks 10% Real Rate of Return; Capital preservation; Risk control through diversification and internally generated research. Emphasis is on companies with market cap less than $1.5 bil.