Gabelli Value Plus+ Trust PLC Kepler Trust Intelligence: New research

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Gabelli Value Plus+ Trust PLC

12 February 2018

Gabelli Value Plus+ Trust: New research

12.02.2018

A US equity trust managed by a highly-experienced team which has a long-term track record of delivering strong relative and absolute returns...

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Highlights:

-- A value-focused US equity trust managed by a highly-experienced team who have a long-term track record of delivering strong relative and absolute returns in a market where active managers have historically struggled

-- The investment approach known as 'Private Market Value with a Catalyst' that was developed by co-manager Mario Gabelli in the 1970s, which leads to a portfolio that is highly-differentiated to its peers and a bias to non-mega-caps

-- Although the trust itself is new on the scene, reaching its third anniversary this year, the strategy it pursues has a long track record delivering a CAGR since inception in 1977 of 16.7% compared to the S&P 500's CAGR of 11.5%

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February 12, 2018 03:30 ET (08:30 GMT)