General Investing >> Money Manager Interviews >> July 15, 2016
Identifying Industries with Long-Term Advantages
Christopher J. Marangi, Portfolio Manager, joined GAMCO Investors, Inc., in 2003 as a research analyst covering companies in the cable, satellite and entertainment sectors. He began his career as an investment banking analyst with J.P. Morgan & Co. and later joined private equity firm Wellspring Capital Management. Mr. Marangi has appeared on Bloomberg television and radio, and has been quoted extensively in publications including The Wall Street Journal, The New York Times, Barron’s, Newsday, Bloomberg, Variety and Broadcasting & Cable. Mr. Marangi graduated magna cum laude and Phi Beta Kappa with a B.A. in political economy from Williams College and holds an MBA with honors from the Columbia Graduate School of Business. He and his wife have three children. Profile
Kevin V. Dreyer is Co-Chief Investment Officer, Value at GAMCO Investors, Inc. He serves as a portfolio manager of the Gabelli Asset Fund, the Gabelli Equity Trust, the Gabelli Dividend & Income Trust, the Gabelli Healthcare & WellnessRX Trust, the Gabelli ESG Fund, the Gabelli Global Small and Mid Cap Value Trust, and the Gabelli Food of All Nations NextShares. He is also part of the All Cap Value, Small Cap Value and ESG/SRI separately managed account portfolio management teams. Mr. Dreyer joined GAMCO in 2005 as a research analyst following the food and beverage industries. He began his career as an investment banking analyst at Banc of America Securities in the mergers and acquisitions department. He later worked in the international equity group at MacKay Shields. Mr. Dreyer has appeared on CNBC, Bloomberg Television and Radio, and Fox Business Network, and has been quoted in publications including The Wall Street Journal, Barron’s, Bloomberg Businessweek and Reuters. Mr. Dreyer holds a BSE from the University of Pennsylvania and an MBA from Columbia Business School, and is a member of the board of directors of the Diller-Quaile School of Music and Catholic Big Sisters & Big Brothers, both in New York City. Since 1987, GAMCO has worked with socially responsible institutions to meet their values-based investing objectives through individual equity mandates as well as a mutual fund.
TWST: Why don't you tell me a little bit about your team and how you built it and how you approach your investment management?