Gabelli Funds

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

Research-driven emails directly to your inbox. Sign up for our Monthly Newsletters today: https://m.gabelli.com/MonthlyNewsletter_SignUpPage

Keeping you up to date with upcoming events, product launches, and timely Gabelli news and insights.

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.”

07/29/2026

Chris Marangi, President & Co-CIO of Value, joined CNBC and talked general market dynamics, highlighting the 3 T’s Gabelli is watching: Trump, Tech, and Treasuries.

On the topic of AI and tech, Marangi notes that he “would argue that sports is a beneficiary of AI” as consumers are seeking “togetherness” more than ever in the form of live entertainment and sporting events.

Watch the segment at: https://m.gabelli.com/ChrisMarangi_CNBCJuly2026

07/23/2026

Kevin Dreyer, Co-CIO of Value, utilized his time on the Morningstar stage to focus on something uniquely Gabelli: our Private Market Value with a Catalyst ™ approach.

His presentation, “Finding Catalyst-Driven Opportunities with Cyclical and Secular Tailwinds,” discusses key sectors that he believes will benefit from meaningful tailwinds and potential catalysts that may surface value in the near and long term.

Watch now at:

Co-CIO, Value, Kevin Dreyer, explores investment opportunities in k...

07/22/2026

Tony Bancroft, Portfolio Manager of the Gabelli Commercial Aerospace & Defense ETF (GCAD), is currently on the ground at the Farnborough International Airshow, connecting directly with companies in the GCAD portfolio.

The major takeaways so far?
▪️ Aftermarket remains exceptionally strong across the industry.
▪️ Defense is the largest growth area, with missiles as the highest priority investment.
▪️ Commercial aerospace demand remains healthy. Ex*****on and supply chain are the primary constraints, not demand.

07/14/2026

Weekly Dividend Growers is a newsletter segment in which Portfolio Manager Brian Leonard, CFA, presents his latest research on which companies across the dividend universe have announced dividend increases and explains the pace of dividend growth activity.

In last week’s edition, recapping Week #26 (June 29- July 3), Brian noted a noticeable slowdown in companies increasing their dividends due to the holiday-shortened week (Fourth of July), with just 4 companies reporting dividend increases, and 1 of them raising its dividend by a double-digit percentage. The average dividend increase was 6% during this period.

Want the weekly insights? Join the newsletter at:

Speaker Form

07/10/2026

Catalysts are creating value across the market right now and our Co-CIO of Value, Kevin Dreyer, sees plenty of opportunity. In his latest CNBC appearance, he breaks down Honeywell’s aerospace spinoff, Rogers Communications’ sports media play with MLSE and the Blue Jays, and what’s next for the Knicks and Rangers at MSG.

07/09/2026

Tony Bancroft, Portfolio Manager of the Gabelli Commercial Aerospace & Defense ETF (GCAD), joined CNBC's Morning Call today to share insight on what investors should be watching amid ongoing geopolitical tension.

A few key takeaways:
🔹 Oil prices are likely to remain a factor for the foreseeable future.
🔹 Approaching midterms may influence upcoming defense spending decisions.
🔹 The greenlit Patriot production in Ukraine is a positive signal for suppliers.

Watch the segment:

Tom Lee, Fundstrat Head of Research, and Tony Bancroft, Gabelli Funds Portfolio Manager, discussed market volatility, defense spending, semiconductor pullbacks and long term opportunities in small caps.