Seeks to Uncover Undervalued Growth Opportunities in Market-Leading Companies
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The Gabelli Growth Fund is a diversified portfolio that invests in common stocks with strong, yet undervalued, potential for earnings growth and price appreciation. Our management team seeks companies positioned for durable market share expansion within secular growth industries, with a focus on those with undervalued earnings potential. The Fund primarily invests in large-capitalization equity securities.
The Fund’s primary objective is to seek capital appreciation by employing an earnings-driven investment approach.
Sector Experts: The fund is actively managed by a team that includes our CIO of Growth, who has over 45 years of industry experience.
Mag 7 Exposure: The Fund holds multiple entities in the Mag 7, allowing investors to have significant exposure to the Mag 7 while still maintaining positions in smaller growth companies.
Capitalizing on Technological Innovations: The Fund is strategically positioned to benefit from the accelerating digital transformation across industries.
Howard F. Ward is GAMCOs Chief Investment Officer of Growth Equities, Portfolio Manager for the GAMCO Growth Fund and Co-Portfolio Manager of the GAMCO Global Growth Fund. Howard joined GAMCO Investors, Inc. in 1995 as Senior Vice President and Portfolio Manager of the GAMCO Growth Fund. In 2004 he was named Director of Growth Products…. More
John Belton joined the firm as Managing Director for Growth Portfolios in January, 2024. He was previously a Partner and Research Analyst at Absoluto Partners, a fundamental research-driven long/short equity investment fund, where he covered the Technology, Media, Telecom and Consumer sectors. He started his career as a Research Analyst at Evercore ISI, focused on… More
Supported by a centralized team of 30+ sector-focused analysts supporting Growth and Value portfolios
A graphical measurement of a portfolio’s net return that simulates the performance of an initial investment of $10,000 over the given time period.
| Symbol | Company | Sector | Portfolio |
|---|---|---|---|
| MSFT | MICROSOFT CORP | Information Technology | 125,605,494.00 |
| NVDA | NVIDIA CORP | Information Technology | 106,580,892.00 |
| AMZN | AMAZON.COM INC | Consumer Discretionary | 85,997,520.00 |
| AAPL | APPLE INC | Information Technology | 64,284,422.00 |
| META | META PLATFORMS INC | Communication Services | 56,540,916.00 |
| GOOGL | ALPHABET INC | Communication Services | 45,711,584.00 |
| NFLX | NETFLIX INC | Communication Services | 44,201,922.00 |
| LLY | ELI LILLY & CO | Health Care | 40,799,954.00 |
| V | VISA INC | Financials | 34,730,586.00 |
| MA | MASTERCARD INC | Financials | 33,270,884.00 |
Gross Expense Ratio
1.09%
Net Expense Ratio
1.09%
Maximum Sales Charge
0.00%
