Gabelli Launches Growth Collective Investment Trust

Rhea-AI Summary

Gabelli (GAMI) launched the Gabelli Growth Collective Investment Trust on May 5, 2026, with Reliance Trust Company (FIS) as trustee. The CIT makes a 30+ year, research-driven large-cap growth strategy available in an ERISA-friendly vehicle for defined contribution and defined benefit plans, supporting institutional plan use.

Key facts: $1.6 billion AUM, a high-conviction 30–50 holding portfolio, five growth categories, and management continuity with Howard F. Ward and John T. Belton leading the growth team.

AI-generated analysis. Not financial advice.

Positive

• $1.6 billion AUM behind the strategy at launch
• ERISA-friendly CIT structure enables defined contribution and defined benefit plan access
• Experienced growth team with 30+ year track record and continuity

Negative

• Focused 30–50 holding portfolio may imply higher concentration risk for some plans

News Market Reaction – GAMI

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PALM BEACH, Fla., May 05, 2026 (GLOBE NEWSWIRE) -- Gabelli today announced the launch of its first CIT, Gabelli Growth, with Reliance Trust Company (subsidiary of FIS) serving as trustee.

The launch of this new investment vehicle makes Gabelli’s long-standing, research-driven growth investment discipline available to defined contribution and defined benefit plan participants in an institutional, ERISA-friendly vehicle.

The CIT offers plan sponsors and their participants access to a high-conviction, fundamentally driven large cap growth strategy with a 30+ year track record and $1.6 billion in assets under management.

Strategy Overview:
The Gabelli Growth CIT is a specialized, active strategy built around:

• Fundamental stock selection with thematic screening and a macroeconomic business cycle overlay
• An unwavering focus on quality businesses with durable sources of competitive moat
• A focused, high-conviction portfolio of 30–50 strategic holdings
• A valuation discipline with viable catalysts to further propel returns
• A balanced portfolio across five growth categories, informed by macroeconomic sector analysis
  

Experienced Portfolio Team
The CIT is managed by Gabelli’s dedicated Growth team, with continuity dating to the strategy’s inception:

• Howard F. Ward, CFA | Chief Investment Officer, Growth
• John T. Belton, CFA | Managing Director, Growth

The team leverages the resources of Gabelli’s 30+ sector-focused research analysts covering companies across all sectors and capitalizations on a global basis.

To learn more about Gabelli’s Growth CIT, please visit our website or contact us directly.

Contact

Katherine Durkin Senior Vice President P: 914-921-7751 E: kdurkin@gabelli.com

Contact:

Katherine Durkin (914) 921-7751

FAQ

What is the Gabelli Growth CIT (GAMI) launched May 5, 2026?

The Gabelli Growth CIT is an ERISA-friendly institutional vehicle for plan investors, offering a high-conviction large-cap growth strategy. According to the company, it provides access to a 30+ year strategy with $1.6 billion in assets under management and a 30–50 holding portfolio.

Who serves as trustee for Gabelli Growth CIT (GAMI)?

Reliance Trust Company, a subsidiary of FIS, serves as trustee for the Gabelli Growth CIT. According to the company, this trustee arrangement supports institutional custody and ERISA-compliant plan administration for defined contribution and defined benefit plans.

Which team manages the Gabelli Growth CIT (GAMI) and what is their experience?

The CIT is managed by Gabelli's dedicated Growth team led by Howard F. Ward and John T. Belton. According to the company, the strategy reflects a 30+ year track record and leverages 30+ sector research analysts for security selection.

What is the investment approach and portfolio construction of Gabelli Growth CIT (GAMI)?

The strategy uses fundamental stock selection, thematic screening, and a macroeconomic overlay in a focused 30–50 holding portfolio. According to the company, it emphasizes quality businesses, valuation discipline, and allocation across five growth categories.