| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 16, 2025 | The Gabelli International Small Cap Fund | 8.5% | - | 3110 JP, POLR LN | growth, international, Restructuring, SmallCap, valuation | The fund emphasizes opportunities in international small caps, where inefficient pricing, overlooked franchises, and regional catalysts create attractive alpha potential. Management focuses on cash-generative businesses with durable niches, disciplined capital allocation, and valuation disconnects versus intrinsic value. Exposure across Europe and Asia aims to harness localized growth drivers and corporate restructuring trends. | POLR LN 3110 JT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Mario J. Gabelli | Nitto Boseki Co., Ltd. | Materials | Specialty Glass Fiber & Advanced Materials | Bull | NYSE | Glass cloth, market dominance, Pricing power, semiconductors, thermal management | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||