Dividends are back in focus, but the playbook has evolved. In this webinar, Portfolio Managers Thomas Browne and Brian Leonard share a high-level 2026 market outlook, discuss why dividend quality + valuation may matter more than ever, and introduce the Keeley Dividend ETF (KDVD). KDVD is an actively managed ETF built to invest in dividend payers across four distinct dividend profiles. Moderated by Charles LaRosa, Head of ETFs at Gabelli.
▷ Learn more about KDVD: https://youtu.be/QFbIUbmZ6Wg
▷ Why Are Small and Mid Cap Dividend Paying Stocks Unusually Attractive Right Now? https://youtube.com/shorts/0NhiM9zIm-8
▷ Dividend Trivia: https://youtube.com/shorts/IacIDSfUeC0?feature=share
Agenda
• 2026 market backdrop: What we’re watching and why it matters for equity income
• Dividend investing today: What’s changed? Why quality + valuation can be key differentiators
• Introducing KDVD: Introducing the Keeley Dividend ETF
• The “dividend spectrum” framework: Four types of dividend-paying stocks and how we allocate across them
• Portfolio use cases: How individuals and advisors may position KDVD
• Case study: 2 examples of how KDVD’s process translates into real holdings
• Q&A: Questions from the audience
This webinar aired live on Zoom on Tuesday, January 13th at 11:00AM ET.
0:00 Gabelli & KDVD ETF
1:40 Tom & Brian’s Background
2:27 Market Outlook for 2026
5:26 Rates & Inflation
6:34 Why Small- and Mid-cap?
8:50 Dividend Investing – What do investors get wrong about dividend strategies today?
17:09 The Dividend Spectrum
27:39 How to use KDVD within an existing portfolio
28:43 Client fit for KDVD
31:50 STOCKS! Examples from the KDVD portfolio
36:49 Comparing dividend strategies
39:36 Valuations for dividend payers
41:52 Beyond fees – How to evaluate dividend strategies
44:16 Contact Us
46:02 Disclosures
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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