Seeks to Invest in the Current and Future of Digital Connectivity and Content Growth
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The Gabelli Global Content & Connectivity Fund’s strategy focuses on investing in the common stocks of companies within the telecommunications, media, and information technology sector both within the United States and internationally. The Fund targets companies that are undervalued or poised for rapid growth in revenues and earnings, with significant potential for above-average capital appreciation. At least 25% of the Fund’s assets will be allocated to the telecommunications-related industry, ensuring a focus on key sectors driving digital connectivity and content growth.
The Fund’s primary investment objective is capital appreciation. The Fund’s secondary investment objective is current income.
Sector Expert: Our portfolio manager is deeply embedded within the sector, approaching research as an industry participant, which is crucial in this dynamic industry.
Innovation and Growth: The Fund focuses on companies with a strong culture of innovation, a long-term strategic focus, and attractive valuations relative to their potential.
AI Adoption: As Artificial Intelligence (AI) and technologies continue to evolve, the sector is increasingly adopting algorithms that enhance user engagement, personalize experiences, and drive business growth. The Fund looks for companies leading the charge in AI integration, leveraging these advancements to scale and deliver innovative solutions.
Sergey Dluzhevskiy joined the firm in 2005 as a research analyst and is a co-portfolio manager of The Gabelli Global Content & Connectivity Fund, an open-ended mutual fund that invests in companies in the telecommunications, media and information technology industries. Prior to that, he was an equity research analyst at Loomis Sayles & Company. He… More
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.
| Symbol | Company | Sector | Portfolio |
|---|---|---|---|
| TMUS | T-MOBILE US INC | Communication Services | 6,267,685.00 |
| META | META PLATFORMS INC | Communication Services | 4,322,700.00 |
| DTE | DEUTSCHE TELEKOM AG | Utilities | 4,070,229.46 |
| GOOG | ALPHABET INC | Communication Services | 3,827,635.00 |
| 9984 | SOFTBANK GROUP CORP | 3,689,885.99 | |
| PRX | PROSUS NV | 3,682,907.80 | |
| TDS | TELEPHONE AND DATA SYSTEMS INC | Communication Services | 2,905,500.00 |
| USM | UNITED STATES CELLULAR CORP | Communication Services | 2,766,000.00 |
| TIGO | MILLICOM INTERNATIONAL CELLULAR SA | Communication Services | 2,421,600.00 |
| FYBR | FRONTIER COMMUNICATIONS PARENT INC | Communication Services | 2,330,900.00 |
Gross Expense Ratio
2.40%
Net Expense Ratio
0.90%
Maximum Sales Charge
0.00%
