LongACAJun 2026
Crédit Agricole S.A.
Crédit Agricole has compounded revenue and net income faster than the economies in its core markets since 2019. Management's 2028 targets call for more than EUR 8.5 billion of…
The Gabelli Global Financial Services Fund
Global financial-services equity strategy investing across banks, insurers, asset managers, finance companies, and related businesses.$143M AUM3 published ideas
The Gabelli Global Financial Services Fund invests in financial companies across developed markets. The portfolio combines valuation discipline with company-specific catalysts, consolidation opportunities, and capital-return potential.
Ideas from The Gabelli Global Financial Services Fund
LongVTSJun 2026
Vitesse Energy Inc.
Vitesse was pressured by weaker first-quarter EBITDA and falling oil prices, but Gabelli believes the underlying value remains higher than the share price. Stronger oil prices…
Long0053Jun 2026
Guoco Group Ltd.
Guoco owns a collection of financial-services, real-estate, gaming, and hotel assets and has strong family ownership alignment. Gabelli highlights stakes in Hong Leong Financial…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.