Small Cap Opportunities in 2026

Join Joseph Gabelli, Portfolio Manager of the Keeley Small Cap Fund for a discussion around how a broad, active approach to small cap value is delivering top-decile results. Joseph will discuss portfolio themes including semiconductor-cycle beneficiaries, aerospace and defense tailwinds, and a resurgent M&A environment. Joseph will also review key holdings in the portfolio and where we see the most compelling opportunities heading into the second half of 2026.

Agenda

July 16th from 11am – 11:45 am ET Presentation and Q&A

 

  1. Welcome & Fund Snapshot
  2. Investment Philosophy
  3. Portfolio Themes in Focus: Semiconductors, aerospace and defense
  4. Portfolio Case Studies
  5. The M&A environment
  6. H2 2026 Opportunity Outlook
  7. Q&A
Event
Start: July 16, 2026
Who should attend

Investment professionals and individual investors

Venue

Virtual via Zoom

Contacts
Joseph Gabelli

Portfolio Manager
(914) 921-8331
JosephG@Gabelli.com

Matt Hulse

Wholesaler
(914) 921-7714
MHulse@gabelli.com

© Gabelli Funds 2026

800-Gabelli
info@gabelli.com

Register now!