General Investing >> Money Manager Interviews >> August 24, 2018
Applying a Value Investment Approach to an ESG Fund
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.
Christina Alfandary rejoined Gabelli Asset Management Company in 2016 as Managing Director, Environmental, Social & Governance — ESG — and Sustainable Investments. In her role, she leads the company’s expansion of its ESG integration efforts and ESG investing capabilities. Prior to rejoining, she was Senior Managing Director, Co-Head of Nikko Asset Management Americas, Inc. where she worked from 2005 to 2015. While there, she managed the U.S. business and was instrumental in a U.S. product launch of an innovative impact investing Green Bond product developed in collaboration with the World Bank. Before Nikko AM, she was a vice president at GAMCO Investors from 2000 to 2005 where she worked with institutional and high net worth clients. Her early professional experience includes working at Morgan Stanley, in institutional fixed income sales and trading and as a banker in municipal finance. Ms. Alfandary speaks on ESG investing frequently and is a guest lecturer on ESG investing at Fordham University in its impact investing course. She is also a member of the board of trustees of the Thacher School, a California Green Ribbon school recognized for its environmental sustainability. A native of California, Ms. Alfandary received an MBA in finance from Columbia Business School and earned her B.A. from Lewis & Clark College. Profile
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TWST: Please share an overview of Gabelli, and tell us about your role and the funds you manage.