Featuring Timothy M. Winter, CFA – Portfolio Manager, The Gabelli Utilities Fund, The Gabelli Utility Trust, The Gabelli Global Utility & Income Trust. Moderated by Chris Lofrese, Senior Vice President.
This event was held live on Zoom on Thursday, October 30th at 1:00 PM ET.
As the US power grid prepares for unprecedented demand driven by AI data center usage, reshoring, and electrification, the utilities sector faces impending transformation.
Join Timothy M/ Winter, CFA, Portfolio Manager of Gabelli’s Utilities strategy, for a discussion on the state of the US utilities market and how investors can position their portfolios for long-term opportunity amid a capital investment super-cycle. With more than three decades of sector expertise, Tim will explore the macro trends reshaping energy infrastructure, from regulated utility growth to consolidation, federal policy tailwinds, and mega-load data center development.
Whether you’re tracking capital allocation trends, looking for resilient income strategies, or seeking exposure to one of today’s most dynamic sectors, this session offers a rate opportunity to hear from a leading voice in the industry.
This timely webinar will cover:
– The evolving US utilities landscape in 2025 and beyond
– Why electricity demand is rising at its fastest pace since the 1960s
– How the Gabelli Utilities strategy is positioned to benefit from rate base expansion, rising EPS targets, and infrastructure modernization
– Live Q&A with Tim Winter
To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.
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