Separate Account
GAMCO Large Cap Growth is a high conviction portfolio of 35 to 55 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 business cycle overlay that informs sector 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 60% from security selection, 30% from sector allocation, and 10% from factor/style tilts.
A driver of fundamental company research is to seek a differentiated interpretation of data. And through this, the Growth investment team has been successful in identifying opportunities and risks ahead of other investors and across a longer-term horizon not typically utilized. The team aims to identify unique assets with structural moats that give confidence in their sustained share gains over time.
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
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
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 |
|---|---|---|---|
| NVDA | NVIDIA Corporation | Information Technology | 12.03 |
| MSFT | Microsoft Corporation | Information Technology | 11.52 |
| AMZN | Amazon.com, Inc. | Consumer Discretionary | 7.97 |
| GOOG | Alphabet Inc. Class C | Communication Services | 6.08 |
| META | Meta Platforms Inc Class A | Communication Services | 5.67 |
| AAPL | Apple Inc. | Information Technology | 5.22 |
| NFLX | Netflix, Inc. | Communication Services | 4.24 |
| LLY | Eli Lilly and Company | Health Care | 4.03 |
| AVGO | Broadcom Inc. | Information Technology | 3.01 |
| BSX | Boston Scientific Corporation | Health Care | 2.50 |
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.
