The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Aug 14, 2026
The Gabelli Dividend Growth Fund returned 5.35% in Q2 2026, underperforming the Russell 1000 Value Index's 13.9% gain, primarily due to limited exposure to the AI hardware and semiconductor boom that drove market leadership. The Fund lacked positions in Micron Technology and SanDisk Corp, which surged 242% and 258% respectively, contributing approximately 350 basis points to the Value Index before migrating to the Growth Index. Top contributors included Hewlett Packard Enterprise, which benefited from exceptional AI server and networking equipment demand, Alphabet, which saw investors appreciate its dominant AI positions, and Citigroup, which continued to execute under CEO Jane Fraser. Detractors included Kroger, pressured by competition and cost inflation, HubSpot, suffering from software sector weakness, and Toyota, challenged by U.S. tariffs. The manager added Microsoft near 52-week lows and Genuine Parts, which is splitting into industrial distribution and automotive aftermarket businesses. The Fund remains positioned for strong risk-adjusted returns through high-quality companies with sustainable cash flows and pricing power.
The Gabelli Dividend Growth Fund seeks to deliver strong risk-adjusted returns with an emphasis on reliable income by investing in high-quality companies with sustainable cash flows, pricing power, and resilient business models that can compound value across economic cycles.
The manager remains constructive on the outlook as stronger EPS growth, easing macro pressures, and rising infrastructure asset values support M&A activity. The Fund is positioned to deliver strong risk-adjusted returns with an emphasis on reliable income. The manager continues to focus on companies with sustainable cash flows, pricing power, and resilient business models that can compound value across economic cycles. The elevated yields now available across holdings enhance the Fund's forward income proposition.
Moderate Conviction Bullish
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