Separate Account
The GAMCO Large Cap Value strategy is a high conviction portfolio of approximately 50 to 60 holdings focused primarily on Large Cap companies. Security selection is the primary source of alpha generation and fundamental research is the key to outperformance. Rigorous company and sector research, combined with long-term accumulated knowledge of certain sectors and companies over decades, creates GAMCO’s information advantage. The strategy tends to realize high active share as the team utilizes a broad, global benchmark-agnostic research universe and a long-term investment horizon to uncover opportunities overlooked by most investors. Sources of long-term expected value is 80% from security selection and 20% from sector allocation.
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
Mr. Marangi joined GAMCO in 2003 as a research analyst covering companies in the Cable, Satellite and Entertainment sectors. He began his career as an investment banking analyst with J. P. Morgan & Co and later joined private equity firm Wellspring Capital Management. Mr. Marangi has appeared on Bloomberg television and radio and has… More
Mr. Dreyer is a Portfolio Manager of the Gabelli Asset Fund, the Gabelli Equity Trust, the Gabelli Dividend & Income Trust, the Gabelli Healthcare & WellnessRXÂ Trust, the Gabelli ESG Fund, the Gabelli Global Small and Mid Cap Value Trust, and the GAMCO Global Opportunity Fund (as part of the Global Team). He is also… 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 |
|---|---|---|---|
| AXP | American Express Company | Financials | 4.32 |
| V | Visa Inc. Class A | Information Technology | 3.30 |
| BRK.B | Berkshire Hathaway Inc. Class B | Financials | 3.09 |
| MSFT | Microsoft Corporation | Information Technology | 3.07 |
| RSG | Republic Services, Inc. | Industrials | 2.93 |
| SPGI | S&P Global, Inc. | Financials | 2.72 |
| ORLY | O'Reilly Automotive, Inc. | Consumer Discretionary | 2.69 |
| WCN | Waste Connections, Inc. | Industrials | 2.65 |
| JPM | JPMorgan Chase & Co. | Financials | 2.61 |
| CMCSA | Comcast Corporation Class A | Communication Services | 2.59 |
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.
