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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Gabelli SRI Value Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $1200M (in US$ millions)

Required Minimum: $5 million

Benchmark used: Russell 3000

Strategy type: All Cap

Strategy description: GAMCO's value-oriented stock selection process is based on the fundamental investment principles first articulated in 1934 by Graham & Dodd, the fathers of modern security analysis, and further augmented by Mario Gabelli in 1977 with his introduction of the concepts of Private Market Value (PMV) with a Catalyst(TM) into equity analysis. Our process takes a global view of the equities markets and flushes out macro trends that impact economies, industries and companies on a global basis. We then focus on companies that dominate their markets and demonstrate an ability to generate free cash flow. At the core of our unique Private Market Value with a Catalyst(TM) approach is an analytical process that identifies companies selling at less than their intrinsic or private market value. Since 1987, GAMCO has managed customized socially responsive portfolios employing a social screening process addressing the needs of a wide range of institutions with very specific social restrictions. Our process of screening for socially responsive investments has three distinct steps: Research, Portfolio Construction and Trading. Securities are screened utilizing both our internal research as well as RiskMetrics.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Gabelli Funds

Approach to Sustainable & Responsible Investment: GAMCO Investors, Inc. is a publicly traded (GBL-NYSE) New York Stock exchange listed company first founded in 1977. We invest monies on behalf of religious organizations, institutions and private clients around the world in separately managed, customized equity accounts, open-end and closed-end mutual funds and investment partnerships. More specifically, GAMCO has been managing socially responsive portfolios since 1987. We currently offer separately managed, socially responsive portfolios customized to each client's particular goals, objectives and social guidelines.

Research conducted: Both internally and externally

Researcher name: Various

Contact info:
1 Corporate Center
Rye, NY 10580
United States
Phone: (800)331-7266
Fax: (914)921-5060
Email: cdesmarais@gabelli.com
Web: http://www.gabelli.com (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies - On client by client basis.
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies - On client by client basis.

Social

  • Diversity & Equal Employment Opportunity: Restricted/Exclusionary Investment - On client by client basis.
  • Human Rights: Restricted/Exclusionary Investment - On client by client basis.
  • Sudan: Restricted/Exclusionary Investment - On client by client basis.

Governance

    Products

    • Alcohol: Restricted/Exclusionary Investment - On client by client basis.
    • Animal Welfare: Restricted/Exclusionary Investment - On client by client basis.
    • Gambling: Restricted/Exclusionary Investment - On client by client basis.
    • Tobacco: Restricted/Exclusionary Investment - On client by client basis.

    Other

       

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