Gabelli Funds

10/06/2026

New details emerged last week on the previously announced minority stake sale for the New York Islanders. The buyer is acquiring 15% of the franchise at a $3 billion valuation, roughly 13 to 14 times revenue, against the published marks that had previously carried the team at $2.0 to $2.1 billion.

What it may mean for Gabelli Opportunities in Live & Sports ETF (GOLS) holdings:

▪️ Rangers: Held through Madison Square Garden Sports (NYSE: MSGS). Applying the Islanders multiple (13-14X) to the $341 million of Rangers revenue disclosed in MSGS' Form 10 implies a value in the ballpark of $4.4 – $4.8 billion. (Gabelli estimate as of 09/29/2026.)
▪️ Toronto Maple Leafs: Held through Rogers Communications (NYSE: RCI), which owns 75% of Maple Leaf Sports & Entertainment today, with full ownership expected in early Q4 2026. Rogers has also announced plans to sell a minority stake in its combined sports and media portfolio, which includes MLSE, the Toronto Blue Jays, Rogers Centre and Sportsnet.

Learn more about GOLS:

Stay on top of ticker fluctuations with Gabelli. Follow GOLS with Gabelli to understand shifts and changes within the market.

09/29/2026

Gabelli is proud to be a Diamond Sponsor again at this year’s Schwab IMPACT®. Our team will be located at booth #119, eager to answer your questions, engage in meaningful conversation, and provide insights into where we are finding investment opportunities today.

We also welcome you to join us at our Education Session, “Beyond AI: A-to-Z Investing in A Monothematic World,” on Wednesday, October 28th at 3:00pm.

09/28/2026

This past week, the UN General Assembly and Climate Week took place in NYC. To further the conversation around environmental clean-up and chemical mitigation, we hosted our 4th Annual PFAS Symposium on September 24th.

Leading companies and experts within the space came together to highlight important treatment technologies being deployed at scale, including activated carbon, anion exchange, and membrane filtration.

Curious to know how are analysts are approaching this investable universe? Read our “PFAS ‘Forever Chemicals’ 2026 Update: https://m.gabelli.com/PFAS2026Whitepaper_SocialMedia

09/17/2026

On Wednesday, September 16th, the Fed hiked interest rates for the first time since 2023. We asked Ron Eaker, Portfolio Manager of the Gabelli U.S. Treasury Money Market Fund, to weigh in:

“A 25bp rate hike by the Fed was widely expected and delivered. Chair Warsh pointed to a strengthening economy and stable labor markets, allowing them to focus on inflation, which they are committed to bringing down to 2% and which should lead to more increases in short-term rates yet to come. So far, the markets seem to find the Fed's efforts credible as the yield curve has flattened with the 10-year back under 5%.”

Learn more about the Gabelli U.S. Treasury Money Market Fund:

09/15/2026

Join us on Thursday, September 24, 2026, for our 4th Annual PFAS Symposium.

Why focus on PFAS?
▪️ PFAS are synthetic chemicals used to make products resistant to heat, water, grease, and stains.
▪️ The carbon-fluorine bond within PFAS makes them difficult to break down, a persistence that has raised growing concerns due to impacts on human health and the environment.
▪️ The symposium will host companies and policymakers focused on PFAS replacements, water and soil treatment, testing and detection, and a widening set of remediation technologies to mitigate PFAS risk.

To learn more or register now, please visit:

Join us at the 4th Annual PFAS Symposium . Contact the Gabelli team today to learn more about or how to register for the event.

09/03/2026

In his latest report, Alec Boccanfuso, Portfolio Manager of the Gabelli Opportunities in Live & Sports ETF (GOLS), explores three differentiated examples of sports & entertainment ownership:
▪️ Cannae Holdings (CNNE): A sports capital allocator, owns Black Knight Football and has recently expanded into rugby.
▪️ DeNA (Tokyo - 2432): A robust regional sports ecosystem spanning professional baseball, basketball, and soccer alongside venues and sports-led urban development.
▪️ Parken (Copenhagen - PARKEN): An asset-backed sports & leisure model, combining F.C. Copenhagen and its stadium with a broader portfolio of leisure and physical assets.

While each model is distinct, all three demonstrate how public companies can use sports as more than a standalone franchise investment, creating broader platforms with multiple avenues for value creation. Read the full breakdown at:

Gain insights with The Listed Sports Platform: Alternative Models of Public Sports & Entertainment Ownership . Our teams knowledgeable research is here to help you with market insights.

08/17/2026

In the past few years, the Aerospace & Defense sector has experienced surging global defense budgets, persistent commercial aviation demand and modernization, and resilient aftermarket economics.

Given the momentum, our team is hosting two A&D events this September:
▪️ Wednesday, September 9: Defending Our Nation: A Leadership Forum, featuring panel discussions on the changing defense landscape across space, drones, and AI/Cyber. In-Person Only in NYC.
▪️ Thursday, September 10: 32nd Annual Aerospace & Defense Symposium, hosting a curated group of industry leaders for fireside chats and presentations. In-Person in NYC and Virtual attendance permitted.

For more information on timing and how to attend, please visit our registration page:

Join us at the Gabelli's Aerospace & Defense Events . Contact the Gabelli team today to learn more about or how to register for the event.

08/07/2026

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Speaker Form

08/03/2026

Missed the live webinar of Small Cap Opportunities in 2026? The replay is out now: https://m.gabelli.com/SmallCapOppReplay_YT2026

A few key takeaways:
▪️ YTD Sector Contributors of The Keeley Small Cap Fund: Semiconductor equipment, Aerospace & Defense, Utility Infrastructure. ~80% of portfolio positions were positive contributors through 6/30/2026.
▪️ Four Main Value Categories: Turnaround, Undervalued Growth, Undervalued Asset, and Emerging Growth. Joseph Gabelli provided stock examples for each value category, including Anterix (largest holding, representing 3.5% of the portfolio, as of 6/30/2026), Trex, Tandem, and more.
▪️ A Catalyst to Watch: M&A. More than 50 portfolio companies have been acquired over the past 10 years, with 5 takeovers in the past 12 months at an average premium of 35%.

07/30/2026

Christopher Mancini, CFA, Portfolio Manager of the Gabelli Gold Fund (GLDIX), shares a few comments on the recent gold price spike:

“Gold is reacting in the short term to expectations of a rate hike by the Fed. If the Fed hikes rates , the opportunity to hold gold, which has no yield, will rise. As oil prices rise (or fall), the probability of higher inflation and higher rates also rises (or falls). If the Strait of Hormuz opens shortly and the price of oil declines, I expect gold to go back up.

If the price of oil declines in short order such that inflation cools, and interest rate hikes are less likely, I believe gold goes back to its recent high above $5,000 per ounce.”