Stocks & Markets Podcast: Small Caps & Your Portfolio With Thomas Browne
Gabelli portfolio manager Thomas Browne sits down with TheStreet Pro's Chris Versace and Louis Llanes to talk all things small-caps, investing in the sector, and dividend stocks.
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On this week's TheStreet Stocks & Markets podcast, Chris Versace is joined by Thomas Browne, a portfolio manager of small and mid-cap stock funds at Gabelli, and TheStreet Pro’s Louis Llanes. The trio discusses small-cap stocks, how the definition of "small cap" has evolved over time, and what it will take to bring this segment back into favor.
As the conversation unfolds, Chris asks Thomas about several of the larger holdings in the Gabelli funds he manages, including Ensign Group ENSG, NortonLifeLock (GEN), and Molson Coors TAP.
Louis highlights the Keeley Gabelli SMID Cap Value Fund, managed by Thomas, noting its embrace of corporate carveouts as a key investment strategy. He also discusses how the returns of dividend-paying stocks can be influenced by changes in interest rates.
Note: The Gabelli Portfolio Manager’s views are subject to change at any time based on market and other conditions. The information in this posting represents the opinions of the individual Portfolio Manager and is not intended to be a forecast of future events, a guarantee of future results, or investment advice. Views expressed are those of the Portfolio Managers and may differ from those of other GAMCO officers, Portfolio Managers, other employees, or of the Firm as a whole.
