Leveraging the American Tailwind of Prosperity
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The Gabelli Financial Services Opportunities (GABF) ETF is an active and fully transparent ETF, expertly crafted to invest in companies at the forefront of financial services innovation while staying up to date with major changes in the industry. Under normal conditions, GABF invests at least 80% in common stocks of financial services companies. Some important trends that ETF focuses on are digitization, the upcoming generational wealth transfer, and the “American Tailwind” of economic growth. By leveraging the Private Market Value with a Catalyst™ methodology, this ETF focuses on companies with durable brands and productive capital allocation poised for success during these trend shifts in the financial services industry.
GABF’s investment objective is capital appreciation.
Deep and Disciplined: The Fund utilizes our Private Market Value with a Catalyst™ approach to determine the price a strategic buyer would be willing to pay for the entire company and potential catalysts, such as buyouts or management changes, that could surface the unlocked value of the company.
Capitalizing on Secular Trends: Over the next 40 years, the greatest wealth transfer – measured in trillions – is expected to occur between baby boomers and millennials producing greater demand for wealth advisory and asset management services.
Dedicated Leadership: Mac Sykes #1 ranked analyst in WSJ, 2010 (#2 and #3 ranked analyst in 2014 and 2018 in Starmine).
atokar@gabelli.com (914) 457-1079
Peter Tcherepnine joined the firm as a Senior Vice President in 2019. He was born and educated in France and the United States and became a U.S. citizen in 1960. After graduating from Harvard University with a B.A. degree and serving for two years as an officer in the U.S. Army Artillery, he joined Loeb,… More
jtate@gabelli.com (914) 921-8349
Christopher E. Tangorra is an Executive Vice President and Director of Operations at Gabelli, where he manages the Global Operations Department. He also oversees certain aspects of the day-to-day operations of the firm. With 28 of experience in operations and automation, Mr. Tangorra specializes in making the firm’s processes more efficient using technology. Some of… More
Macrae Sykes is a portfolio manager of the Gabelli Equity Trust (GAB) and for individual separately managed accounts. He is the sole portfolio manager for the Gabelli Financial Services Opportunities ETF, an active, transparent fund listed on the NYSE (GABF). Mac joined the firm in 2008 as an analyst focused on financial services. Macrae was… More
PSwirbul@gabelli.com (914) 921-5084
ahelm@gabelli.com (914) 921-5081
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.
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
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. Total return and average annual returns are historical and reflect changes in share price, reinvestment of dividends and capital gains and are net of expenses. 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.
Download daily holdings file.
Download daily holdings file.
Download daily holdings file.
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