Podcasts about gamco

David Harquail (Chairman, Franco Nevada) joins Chris Mancini, CFA (Assistant Portfolio Manager, Gabelli Gold Fund) to discuss Franco Nevada, the benefits of royalty companies, and the future of the precious metals market. This was recorded as a live webinar on January 27th, 2025. 0:00 Intro, David's Background 3:01 Creation of Franco Nevada 5:44 Benefits of a Royalty Company in the Precious Metals Ecosystem 9:50 Franco Nevada History 13:28 Capital Allocation Strategy, Structuring Deals, Good Partnerships 17:00 More Deals 20:27 Leverage 22:22 Competition 24:12 Countercyclical Industry 26:40 Cobre Panama 30:13 Royalties - “Gold Investment that Works” 32:41 Gold Price 34:39 Leadership Philosophy as a Chairman 36:20 AI 37:48 Crypto 41:06 Franco Nevada's Buyback Philosophy 42:11 Gold = Overlooked? Chris Mancini, CFA is an Associate Portfolio Manager for The Gabelli Gold Fund. The above webinar was recorded on January 27th, 2025th and posted on YouTube on January 29th, 2025. As of December 31st, 2024, affiliates of GAMCO Investors, Inc. beneficially owned less than 1% of all companies mentioned. GAMCO is providing these links as a matter of general information. We do not intend for these links to be a complete description of any security or company, nor is it a research report with respect to any of the companies mentioned herein. The Portfolio Manager's views are subject to change at any time based on market and other conditions. The information in this posting represents the opinions of the individual Portfolio Manager and is not intended to be a forecast of future events, a guarantee of future results, or investment advice. Views expressed are those of the Portfolio Managers and may differ from those of other GAMCO officers, Portfolio Managers, other employees, or of the Firm as a whole. Because the investment personnel at GAMCO and our affiliates make individual investment decisions with respect to the client accounts that they manage, these accounts may have transactions inconsistent with the information contained in this posting. Investments related to gold and other precious metals and minerals are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. Investing in foreign securities involves risks not ordinarily associated with investment in domestic issues. Funds concentrating in specific sectors may experience greater fluctuations in value than funds that are more diversified. 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. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Terry Pope (Institutional Marketing) discusses the firm's history of Socially Responsible Investing (SRI) initiatives. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Interns from our June 2024 cohort share what they've learned and experienced while working on the Gabelli team this summer. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Maja Pekala shares how her background in competitive volleyball has taught her to set and reach goals, preparing her for the recent start of her career on the GAMCO team. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Miles McQuillen presents the next episode of Investing Fundamentals, this time explaining a Gabelli Fundamental strategy. To learn more about Gabelli Funds' disciplined, research driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Mario Gabelli is the billionaire founder of Gamco and still managing money in his 80s. He believes in an in-depth research process, limiting his investments to the sectors he feels he understands. He believes in visiting companies – not just investees but their competitors and their whole value chain; in reading trade journals; and in monitoring the results of the sector. The day after we spoke he was due to visit a company he first visited in 1967! Few investors active today were investing back in the 1970s and this long history is just one reason why Gabelli is a fascinating interviewee. He likes to recruit PhDs, not from Ivy League schools, but Bronx PHDs - Poor, Hungry and Driven. He is a value investor, rooted in fundamentals and is incredibly driven, part of the reason for his success. See the website for full show notes.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Karen Fang, Managing Director, Wealth Management at GAMCO, discusses Tax Saving Qualified Charitable Distributions from your IRA and New Rules Expanding the Definition of “Charities”.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Karen Fang, Managing Director, Wealth Management at GAMCO, discusses several important Secure 2.0 Act provisions that may be of particular interest to individuals who are early in their careers and are starting to think about retirement savings strategies.

Caesar Bryan, manager of GAMCO International Growth Fund and Gabelli Gold Fund. He is also a member of the global investment team which is responsible for the GAMCO Global Growth Fund and the GAMCO Global Opportunity Fund. In addition, he is on the management team of the GAMCO Global Gold and Natural Resources & Income Trust and GAMCO Natural Resources, Gold & Income, two of our closed-end funds. He has been with GAMCO Investors, Inc. since 1994. Prior to joining GAMCO, Caesar was a portfolio manager at Lexington Management for seven years managing international and precious metals equity portfolios. He began his investment career at Samuel Montagu Company Ltd., the London based merchant bank and during his tenure there spent two years at Aetna Life and Casualty in Hartford, Connecticut assisting in the management of their global equity fund. Caesar is a graduate of the University of Southampton, England and is a member of the English Bar. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/zVJF02AWx-I

In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the mergers and acquisitions landscape, inflation and its effects on value investing, stock picks, and more. DISCLOSURE STATEMENT Several companies were mentioned in this episode. GAMCO owns the following percentages of each company: -Liberty Braves – 24.31% Series A, 4.73% Series C -Nestle – less than 1% -Madison Square Garden Sports – 5.46% -Madison Square Garden Entertainment – 5.82% -Aerojet Rocketdyne – 6.22% -Republic Services – less than 1% -Evergrande – less than 1% -Diageo – less than 1% --Herc Holdings – 9.47% -Sony – less than 1% -Universal Music Group – less than 1% -Vivendi – less than 1% -Grupo Televisa – less than 1% -Q-rate retail – less than 1% -Edgewell Personal Care – 5.67% -Netflix – less than 1% -Comcast – less than 1% -Charter Communications – less than 1% -Liberty Broadband – less than 1% -Liberty Global – less than 1% -General Motors – less than 1% -Marcus Corporation – 5.06% -Flowserve – 2.19%

The value investing in legends class is one of the highlights of the Heilbrunn year. It’s filled with special moments, including the annual visit from our guest today, Elizabeth Lilly. Beth embodies the principles and practices of value investing like very few people do. She makes investing look easy and her lecture always captures the pure essence of value investing. Elizabeth Lilly is Chief Investment Officer and Executive Vice President for The Pohlad Companies, LLC where she oversees the public and private investments for the Pohlad family. Beth began her career with Goldman Sachs in 1985 and shortly after moved to Greenwich, Connecticut to work as an analyst in Fund American Companies in 1988. In 1997, she co-founded Woodland Partners in Minneapolis which focused on investing in small capitalization equities. In 2002, Woodland Partners was acquired by GAMCO Investors where she went on to serve as a Senior Vice President and Portfolio Manager of the $1.4 billion Teton Westwood Mighty Mites Fund and as a member of the value portfolio management team. In 2017, Beth founded Crocus Hill Partners to focus on investments in small and micro capitalization equities but a year later she left to join the investment arm of the Pohlad family in an opportunity that was impossible to pass on. Beth is a graduate of Hobart/William Smith College and a dear friend of the Heilbrunn Center.  On this episode, Elizabeth and I discuss how her passion for investing was ignited from in childhood, the many value investing legends she has had the opportunity to learn from during her career, how she founded her firm before ultimately landing her dream job at Pohland Companies, her approaches to idea sourcing and risk management, and so much more!   Key Topics: How Beth’s mother and grandparents shaped her passion for investing (3:29) Why Beth attributes her research job at Goldman to pure luck (5:21) Leaving Goldman Sachs (7:58) The legendary Bob Rose (9:40) The first turning point in Beth’s career (11:16) Beth’s phenomenal experience at Fund American (12:54) Talking investing with Warren Buffett (14:22) The fundamentals of investing (16:12) Why Beth has a notebook on her at all times (17:38) The key elements of a good value investing firm (19:03) Beth’s focus on small-cap stocks (20:29) Beth’s introduction to Mario Gabelli (21:06) How a value trap is created (22:44) Why the management team is the best protection from a value trap (23:21) Getting comfortable with the artistic side of investing (25:33) Preparing to ask insightful questions (27:23) Talking to management as a shareholder (29:37) The benefit of constructive activism (31:51) Crocs as a case study of a compounder (33:19) Beth’s approach to valuation (35:06) Sourcing ideas with curiosity (36:28) Building up a valuable database (38:04) The seamless transition after being acquired by GAMCO (39:10) How Beth’s career at GAMCO increased her interest in the microcap space (40:35) Beth’s experience managing the Teton Westwood Mighty Mites Fund (42:01) Founding Crocus Hill partners in 2017 (44:47) Beth’s connection to the Pohlad family (45:56) Taking the dream job at Pohlad (47:29) The similarities between investing in public and private markets (49:25) Why Beth is eager to pass on the training she received (52:22) How the pandemic has shifted Beth’s thinking on businesses (53:54) Applying value investing principles to non-traditional value companies (56:27) And much more!   Mentioned in this Episode: Pohlad Investment Management, LLC Benjamin Graham’s Book | The Intelligent Investor Howard Marks’ Memo | Something of Value   Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

Today's master class is with James Dinsmore, portfolio manager at GAMCO Asset Management. James is focused on convertible securities. For those of you that don't know, GAMCO is a large money management firm run by legendary investor, Mario Gabelli. On this episode, James will go over his thoughts on convertibles as well as how GAMCO adds value to clients in this niche asset class. Let's Niche Down with James Dinsmore.  For more information on our firm please visit www.thinkaen.com. To download the Convertible Securities White Paper please visit this GAMCO link Convertible Primer.

LeBron James, Los Angeles Lakers Basketball Player & SpringHill Co. Chairman, discusses the impact he has felt from the "Black Lives Matter" movement. Mark Howard, BNP Paribas Senior Multi-Asset Specialist, says there could be a rally in yields during the fourth quarter. Sébastien Page, T. Rowe Price Global Multi-Asset Division Head, says now is not the time to be the hero between value and growth stock investments. Mario Gabelli, Gabelli Funds Co-Chief Investment Officer for value investments and GAMCO chairman and CEO, says corporate issuance is putting a lid on the market. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

LeBron James, Los Angeles Lakers Basketball Player & SpringHill Co. Chairman, discusses the impact he has felt from the "Black Lives Matter" movement. Mark Howard, BNP Paribas Senior Multi-Asset Specialist, says there could be a rally in yields during the fourth quarter. Sébastien Page, T. Rowe Price Global Multi-Asset Division Head, says now is not the time to be the hero between value and growth stock investments. Mario Gabelli, Gabelli Funds Co-Chief Investment Officer for value investments and GAMCO chairman and CEO, says corporate issuance is putting a lid on the market.

Jorge Elizaga Gonzalez-Chamadoira, Director de área de Seguimiento y Dinamización Minorista de Bankia ha participado como mentor en este espacio. Fernando Pavón, CEO de GAMCO, Especialista en Aprendizaje Automático e Inteligencia Artificial. PhD, ha sido el emprendedor invitado. Como siempre con Julio Rodriguez, Director Red de Mentoring de España

Pablo Gómez, Director del observatorio de Innovación de Bankia e Irene Rivas, responsable de comunicación del Observatorio de Innovación de Bankia han participado en este espacio en el que como mentorizado ha intervenido Fernando Pavón, CEO de Gamco.

Short term interests remain steady. The Federal Reserve decided to keep its benchmark federal funds rate at the same 2-1/4 to 2-1/2 percent range it had since January when it put its previous series of rate hikes on hold. Two percent is of course the Fed’s target rate for inflation. Fed Chair Jerome Powell described the Fed’s view of price weakness as “transient” but said if it continued it would be “something we would be concerned about.” As far as the stock market is concerned growth is back in a big way and it continues to outdistance value. Tech is providing the leadership. According to Strategas Research Partners the S&P 500 technology sector has risen 27% so far this year versus the market’s 17.5% gain. And the famous FANGs are part of that tech dominance. Last year’s fourth quarter rout had decimated shares of the extended FAANG family. Facebook, Amazon, Apple, Netflix and Google parent Alphabet all suffered significant declines. They have made up for much of that lost ground this year. FAANG stock fever seems to be increasing globally as well. Owning the tech giant group was considered to be the second most crowded trade, i.e. most popular, in the financial markets along with their Chinese equivalents, known as the BATS: Baidu, Alibaba and Tencent. Of note, shorting European stocks was voted the most crowded trade. The FAANGS will continue to flourish, even in a late cycle market says market-beating portfolio manager Howard Ward who owns them in his GAMCO Growth Fund. WEALTHTRACK #1546 broadcast on May 03, 2019. --- Support this podcast: https://anchor.fm/wealthtrack/support

Hello Listeners, In today’s episode, I am live with Jonathan Boyar, the president of Boyar Value Group, where discuss his approach, process, and some ideas. He started his career at GAMCO investors and then joined Boyar Value Group. He graduated Cornell University with a B.S. in Applied Economics and Business Management and earned a Dean’s Merit Scholarship from the Cardozo School of Law. After law school, he worked as a litigator at the medical malpractice defense law firm, Martin Clearwater and Bell. Check out his podcast: "The World According to Boyar" jboyar@boyarvaluegroup.com Thanks for the listen and enjoy!

Mario Gabelli, founder, chairman and CEO of GAMCO Investors, and Daniel Miller, lead portfolio manager of the Gabelli Focus Five Fund and a Managing Director of GAMCO, feel strongly about the value of the pet industry. Loni Edwards, Founder of The Dog Agency and PetInsider, speaks with Mario and Daniel about their new Gabelli Pet Parent Fund - the first pet ETMF, the finance side of the pet world, and their predictions for the future of the pet industry.

Guests:  Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.

Guests:  Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.

Kansas City Fed President Esther George: "Time is right" for a near-term rate hike; Howard Ward, GAMCO chief investment officer, says we're running up against the law of diminishing returns when it comes to monetary policy; and Wendy Schiller, Brown University political science professor says Donald Trump is doing us a favor by exposing a lot of flaws in our nomination system. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Kansas City Fed President Esther George: "Time is right" for a near-term rate hike; Howard Ward, GAMCO chief investment officer, says we're running up against the law of diminishing returns when it comes to monetary policy; and Wendy Schiller, Brown University political science professor says Donald Trump is doing us a favor by exposing a lot of flaws in our nomination system.

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss markets with Gamco's Chris Marangi; global outlook with Barclays' Ajay Rajadhyaksha; oil with Wood Mackenzie's Skip York; and the jobs report with Bloomberg View Columnist Mohamed El-Erian. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gamco's Howard Ward weighs in on why he doesn't own any bank stocks after the recovery in banks has been clouded by regulatory efforts on Bloomberg Surveillance with Tom Keene and Francine Lacqua. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com