Growth Strategies at Gabelli Funds
In this episode of the Adjusted for Risk Podcast, host Ryan Nauman sits down with John Belton, portfolio manager at Gabelli Funds, during the Morningstar Investment Conference in Chicago. They discuss the evolution and current state of growth investing, the distinction between growth and value stocks, and the performance of international equities. Belton shares insights on managing growth strategies at a traditionally value-oriented firm, the impact of technological innovation on investment returns, and the importance of fundamental analysis. The conversation also covers themes like infrastructure reinvestment and defense spending in Europe, as well as market efficiency and volatility in today’s global market landscape. Sponsored by…
