INSTITUTIONS & PRIVATE WEALTH MANAGEMENT
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Value Strategies


Our Intense research-driven culture coupled with our approach to finding undervalued companies and consistently applied investment discipline, have led to compelling risk-adjusted long-term returns.

  • Long only, unleveraged, un-hedged, Value manager
  • Fundamental research - Graham & Dodd Security Analysis
  • Academic recognition for pioneering Private Market Value (PMV) with a Catalyst™ approach
  • Consistent, repeatable returns for 35+ years
  • Portfolio manager average experience: 20+ years
  • Superior Long-Term Risk-Adjusted Results
    Value Strategies

ALL CAP VALUE
SMALL CAP VALUE
SMID VALUE
LARGE CAP VALUE
  • Based on the Founding Fathers of Value Investing, Benjamin Graham & David Dodd

    • Margin of Safety
    • Invest within Circles of Competence
    • Invest in businesses, not stocks

  • PMV + Catalyst™

    PMV The Price an Informed Industrialist would Pay for the Entire Company
    CATALYST An Event to Surface the Value
    Value Strategies

ALL CAP VALUE
SMALL CAP VALUE
SMID VALUE
LARGE CAP VALUE

INTENSE, FOCUSED, CONSISTENT

  • Experienced team of over 40+ analysts organized by industry

    • Follow industries on a global basis - provides broad perspective for decision-making
    • Daily Morning Meeting and Weekly Sector Group Meetings

  • 3 Key Objectives

    • Identify a Company's EPS, Free Cash Flow and PMV
    • Define the catalyst
    • Evaluation management

  • Proprietary, fundamental research-driven approach

    • Public Information: regulatory filings, company disclosures and trade journals
    • Interviews: management, competitors, customers, suppliers
    • Company site visits: headquarters, operational facilities
    Value Strategies

ALL CAP VALUE
SMALL CAP VALUE
SMID VALUE
LARGE CAP VALUE

Investment Team

Our Research Team

 

Mario J. Gabelli, CFA
Kevin V. Dreyer Christopher J. Marangi
Laura S. Linehan, CFA Barbara G. Marcin, CFA
Jeffrey J. Jonas, CFAPaul D. Sonkin
Robert D. Leininger, CFA
    Value Strategies

ALL CAP VALUE
SMALL CAP VALUE
SMID VALUE
LARGE CAP VALUE