GAMCO All Cap Value (ACV) – April 2025 – Commentary
Commentary: April ended on a more positive note as U.S. markets rebounded from steep early-month losses driven by uncertainty surrounding President Trump’s trade policies. After the President’s tariff “Liberation Day” announcement on April 2, markets reacted sharply, with the following day marking the steepest decline since March 2020. Investors feared the proposed tariffs could increase […]
Gabelli Japan Research: Finding Technology Leaders
Key Themes: Finding Market Dominance and Technology Leadership Overview: We continue to pursue our goal of identifying and performing research on market leaders in Japan that possess strong competitive advantages, market dominance, decades of high global market share, and superior technologies/IP for the next secular growth stories. We tried to accomplish this through our research […]
Winging It! Implications of Trump’s Tariff Plan on US A&D
Implications of Trump’s Tariff Plans on the Commercial Aerospace and Defense Industry The commercial aerospace and defense industries are relatively insulated from the potential adverse effects of Trump’s tariff plans due to several structural factors. A significant portion of the manufacturing base for these industries is located within the United States, particularly for major players […]
The Gabelli Growth Team Weighs in on Tariffs
The Gabelli Growth Team Weighs in on Tariffs
GAMCO All Cap Value (ACV) – March 2025 – Commentary
GAMCO All Cap Value (ACV) – March 2025
GAMCO All Cap Value (ACV) – February 2025 – Commentary
GAMCO All Cap Value (ACV) – February 2025
GAMCO All Cap Value (ACV) – January 2025 – Commentary
Co-Chief Investment Officers, Chris Marangi and Kevin Dreyer discuss our GAMCO All Cap Value Strategy – January 2025
Five Themes for 2025
Five Themes for 2025
GAMCO All Cap Value (ACV) – November 2024 – Commentary
Co-Chief Investment Officers, Chris Marangi and Kevin Dreyer discuss our GAMCO All Cap Value Strategy – November 2024
Small Caps Are Beautiful: 2024 NOVEMBER INSIGHTS
Small Caps Are Beautiful – November Insights