Gabelli Radio

LtCol Tony Bancroft, USMCR shares 5 reasons why the commercial aerospace and defense sector offers a compelling investment opportunity.

Portfolio Managers Willis Brucker, Ralph Rocco, and Paolo Vicinelli discuss the current landscape for M&A, our approach to Merger Arbitrage, and our literature on the subject. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

This webinar was recorded live on August 6, 2025 at 11am ET.Tune in for a dynamic conversation with Lieutenant Colonel Tony Bancroft, USMCR, former F/A-18 fighter pilot and Portfolio Manager of the Gabelli Commercial Aerospace and Defense ETF (GCAD), moderated by Miles McQuillen, Assistant Vice President at Gabelli. In this webinar, we explore the opportunities taking shape across the dynamic aerospace and defense landscape. From Tony’s unique journey as a former fighter pilot, to his perspective today managing investments in this critical sector, he covers:• Why Aerospace & Defense now? Tailwinds from global security dynamics and commercial aviation recovery.• Tony’s investment process: how ideas transition from research screens to portfolio positions.• Recent market moves: what’s driving returns, where risks may be underappreciated.• Case studies from current holdings — the business models, secular growth stories, and defense contracts underpinning the fund.• Behind the fund: lessons from the cockpit to

CEO Ron Hochstein joins Chris Mancini, CFA (Assistant Portfolio Manager, Gabelli Gold Fund) to discuss Lundin Gold, the development and impact of their Fruta del Norte mine in Ecuador, and the possibilities for investors in the gold industry. 0:00 - 2:20: Introduction 2:20 - 6:10: Ron’s Background and the Start of Lundin Gold 6:10 - 9:50: The Opportunity 9:50 - 14:30: Tax Regime and Why It Works 14:30 - 19:44: Community Relations 19:44 - 21:17: Lundin Foundation 21:17 - 24:50: Operating Culture 24:50 - 27:56: Exploration Upside 27:56 - 30:07: M&A Strategy 30:07 - 31:50: Other Lundin Companies 31:50 - : Q&A To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.G

Lt. Col. Tony Bancroft, Portfolio Manager of the Gabelli Commercial Aerospace & Defense ETF (GCAD), shares his outlook on opportunities in commercial aviation and defense spending. This presentation was recorded live on June 25th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Join Gabelli's Director of Growth Equities, John Belton, for an overview of the Gen AI market, where we are in the cycle, who benefits, and a discussion of how to monetize opportunities in this space going forward. This presentation was recorded live on June 26th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Macrae Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities ETF (GABF), discusses current trends and investment prospects in the financial services sector. This presentation was recorded live on June 25th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Chris Marangi (Co-CIO, Value - Gabelli) moderates a discussion on opportunities to invest in the sports industry with Jason Wright (Managing Partner & Head of Investments, Project Level), Sal Galatioto (Galatioto Sports Partners), and Arun Manikundalam (Dynasty Equity) at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Hanna Howard (Portfolio Manager) moderates a discussion with Lionsgate's CFO Jimmy Barge and Vice Chairman Michael Burns at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Hanna Howard (Portfolio Manager) moderates a discussion with Reservoir Media's CEO & Founder Golnar Khosrowshahi and CFO Jim Heindlmeyer at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Hanna Howard (Portfolio Manager) moderates a discussion with TEGNA's CFO Julie Heskett at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Justin McAuliffe (Research Analyst) moderates a discussion with Ryman Hospitality Properties' Executive Chairman Colin Reed and CEO of Opry Entertainment Group Patrick Moore at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Hanna Howard (Portfolio Manager) moderates a discussion with Nexstar Media Group's President & COO Michael Biard and CFO Lee Ann Gliha at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Chris Marangi (Co-CIO, Value), Hanna Howard (Portfolio Manager), and Sergey Dluzhevskiy (Portfolio Manager) moderate a discussion with Robert McDowell (Partner at Cooley LLP and Former FCC Commissioner) at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Hanna Howard (Portfolio Manager) moderates a discussion with the President & CEO of the TV Bureau of Advertising Steve Lanzano at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Hanna Howard (Portfolio Manager) moderates a discussion with E.W. Scripps' CFO Jason Combs and Chief of Communications & IR Carolyn Micheli at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Hanna Howard (Portfolio Manager) presents a brief overview of the state of the industry at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Mario Gabelli (Founder and CEO) offers his outlook on the economy, inflation, tariffs, and taxes at the 2025 Gabelli Annual Meeting.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

1992 Heisman Trophy winner Gino Torretta, Chris Marangi (Co-CIO, Value), and Mike Galatioto discuss opportunities to invest directly in sports and sports franchises.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Ralph Rocco, Willis Brucker, Paolo Vicinelli break down PMV with a Catalyst and Financial Engineering through M&A at the 2025 GAMCO Annual Meeting.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)