Gabelli Funds

Gabelli is a global investment and financial services firm in the United States. It says it was founded in 1977 and describes itself as research-driven and globally diversified. Its stated mission is to deliver strong results and a good experience for clients.

The firm has more than 180 staff in nine offices around the world. It says it draws on more than 40 years of built-up knowledge. It builds value, growth, fixed-income and convertibles strategies from its own research.

Clients can choose from open-end funds, closed-end funds, exchange traded funds, collective investment trusts, money market funds and UCITS funds for non-US investors. Separate accounts are offered to institutions and to private wealth clients. Its closed-end funds include trusts focused on equity, dividend and income, utilities, healthcare, multimedia and natural resources.

The firm's research process rests on three pillars. The first is people: an equity research team of over 30 analysts who each focus on a sector. The second is process: a trademarked method called Private Market Value With a Catalyst, which uses bottom-up research to find companies priced below their intrinsic value. The third is philosophy: starting from a universe of over 2,000 companies, it invests in companies as an owner would.

Gabelli serves three groups. Institutional investors get strategies built for long-term growth. Private wealth clients, including high-net-worth individuals and families, get personal wealth management. Investment professionals can work with the firm to offer its strategies to their own clients.

The firm shares white papers, a market outlook and quarterly commentary. It runs media, including TV appearances and podcasts, and holds events such as an annual automotive symposium and a healthcare symposium. It also runs an actively managed ETF range, including an ETF focused on sports and live entertainment.

Services

• Open-end funds
• Closed-end funds
• ETFs
• Collective investment trusts
• Money market funds
• UCITS funds
• Institutional separate accounts
• Private wealth management
• Investment research
• Investor events