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You are here: Manager factsheet

Mario Gabelli

Gabelli Funds LLC
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Manager profile
Mario Gabelli is the Founder, Chairman, and Chief Investment Officer of GAMCO Investors, Inc. He is one of the most respected investors in the United States and is a leading proponent of Value Investing. His proprietary Private Market Value with a Catalyst™ methodology has become an analytical standard in the Value Investing community. Mr. Gabelli lead manages the GAMCO and Gabelli Funds value investing portfolios since inception. Mr. Gabelli built the Gabelli organization from its origins of Gabelli & Company, the institutional research boutique started in 1976. In 1977 he started GAMCO Investors, offering institutional asset management services through separately managed individual accounts. Mutual Funds were offered in 1986, the year following the firm’s first hedge fund launch in 1985. He holds an M.B.A. from Columbia University Graduate School of Business, and is a summa cum laude BS graduate from Fordham University. Mr. Gabelli is a Chartered Financial Analyst (CFA). He is a member of the Board of Overseers of Columbia University Graduate School of Business. Mr. Gabelli is involved with a number of charity organizations. He is a long-time Trustee of the Winston Churchill Foundation of the United States.
Total return for Mario Gabelli
Discrete calendar year performance : Mario Gabelli

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Mario Gabelli 7.6 4.7 21.8 40.5 -24.8 1.1 -6.6 31.4 -2.4 19.0
Peer Group Composite 10.6 -2.1 10.6 36.3 -7.0 9.3 3.5 31.0 -1.7 24.0
Over / Under -3.0 6.8 11.2 4.2 -17.8 -8.2 -10.1 0.4 -0.7 -5.0
Performance vs peer group composite: Mario Gabelli
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Gamco All Cap Value Co-managed FO Equity - USA since May 01 2015 to present
Gabelli Merger Plus + Trust PLC Co-managed IT Hedge Funds since Jul 19 2017 to present
Funds managed previously
Fund Periods
GAM GAMCO Equity since Oct 20 1987 to fund close
Jupiter Merian US Equity Income since Apr 11 2002 to Apr 30 2013
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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