Separate Account
The International Growth strategy is a high conviction portfolio of 50 to 75 securities, and security selection is the primary source of alpha generation. The investment process is based upon bottom-up, fundamental analysis combined with a top-down macro overlay that informs sector and country positioning. Rigorous company and sector research, combined with long-term accumulated knowledge of certain sectors and companies over decades, creates GAMCO’s information advantage. Sources of long-term expected value is 10% from country allocation, 50% from security selection, 30% from sector allocation, and 10% from factor/style tilts.
Dedicated PM team has an average of 40 years experience in the industry
Portfolio benefits from powerful secular growth themes
The team adds a macro overlay to their bottom up research to express views on business cycle
Caesar Bryan manages our GAMCO International Growth Fund and Gabelli Gold Fund. He is also a member of the global investment team which is responsible for the GAMCO Global Growth Fund and the GAMCO Global Opportunity Fund. In addition, he is on the management team of the GAMCO Global Gold and Natural Resources & Income… More
Inception date to October 28, 2024
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.
Compared to the Russell 2000 index (green).
As of October 31
| Symbol | Company | Sector | Portfolio |
|---|---|---|---|
| 525397 | Hermes International SCA | Consumer Discretionary | 6.83 |
| 406139 | Christian Dior SE | Consumer Discretionary | 4.91 |
| 6861 | Keyence Corporation | Information Technology | 4.72 |
| BCRWZ1 | Compagnie Financiere Richemont SA | Consumer Discretionary | 3.88 |
| BP6KMJ | Novo Nordisk A/S Class B | Health Care | 3.84 |
| BMV7PQ | Investor AB Class B | Financials | 3.34 |
| 6758 | Sony Group Corporation | Consumer Discretionary | 2.69 |
| AEM | Agnico Eagle Mines Limited | Materials | 2.66 |
| 6273 | SMC Corporation | Industrials | 2.48 |
| 711038 | Roche Holding Ltd Dividend Right Cert. | Health Care | 2.47 |
Returns represent past performance and do not guarantee future results. Due to market volatility, current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so, upon redemption, shares may be worth more or less than their original cost. To obtain the most recent month end performance information and a prospectus, please call 800-GABELLI or visit www.gabelli.com.
