Driving Capital Appreciation While Building a Sustainable Future
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The Love Our Planet & People (LOPP) ETF seeks to invest in companies committed to sustainable practices such as renewable energy, reduction or recycling of long-lived water conservation wastes and clean mobility. The Fund aims to achieve its objective by investing substantially all, and in any case no less than 80%, of its assets in U.S. exchange-listed common and preferred stocks of companies that meet the Fund’s guidelines for sustainability at the time of investment.
LOPP’s investment objective is capital appreciation.
Purpose-driven Investments: By combining financial growth with sustainability and ethical values, the Fund empowers investors to align their portfolios with a positive impact on society while pursuing strong returns.
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.
Call 1 (914) 921-5398 or email invest@gabelli.com
Buy shares through: Schwab • Fidelity • Interactive Brokers • Pershing
Mr. Marangi joined GAMCO in 2003 as a research analyst covering companies in the Cable, Satellite and Entertainment sectors. He began his career as an investment banking analyst with J. P. Morgan & Co and later joined private equity firm Wellspring Capital Management. Mr. Marangi has appeared on Bloomberg television and radio and has… More
Mark Yim CFA is a portfolio manager at Gabelli, where he manages the Japan Value Partners fund and works with colleagues on the international growth and small cap funds. He has over three decades of experience as an analyst and portfolio manager of Japanese equities, including at UBS and Swiss Bank. Mark has an MBA… 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 |
|---|---|---|---|
| WCN | WASTE CONNECTIONS INC | Industrials | 545,556.05 |
| RSG | REPUBLIC SERVICES INC | Industrials | 517,011.60 |
| XYL | XYLEM INC | Industrials | 471,867.00 |
| MIR | MIRION TECHNOLOGIES INC | Information Technology | 420,500.00 |
| SPGI | S&P GLOBAL INC | Financials | 406,480.00 |
| HUBB | HUBBELL INC | Industrials | 395,437.45 |
| CMI | CUMMINS INC | Industrials | 363,590.40 |
| IDA | IDACORP INC | Utilities | 341,803.02 |
| WY | WEYERHAEUSER CO | Real Estate | 322,080.00 |
| ACA | ARCOSA INC | Industrials | 316,192.00 |
Gross Expense Ratio
0.90%
Net Expense Ratio
0.00%
Maximum Sales Charge
0.00%
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
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. The prospectus, which contains more complete information about this and other matters, should be read carefully before investing. To obtain a prospectus, please call 800 GABELLI or visit www.gabelli.com
