Gabelli Funds Launches Growth Collective Investment Trust for Institutional Investors
Event summary
- Gabelli Funds launched its first Collective Investment Trust (CIT), Gabelli Growth, on May 5, 2026.
- Reliance Trust Company, a subsidiary of FIS, serves as the trustee for the new CIT.
- The CIT offers a high-conviction, large-cap growth strategy with a 30+ year track record and $1.6 billion in assets under management.
- The strategy is managed by Howard F. Ward and John T. Belton, leveraging Gabelli’s 30+ sector-focused research analysts.
The big picture
The launch of Gabelli Growth CIT extends the firm’s research-driven growth investment discipline to institutional investors, aligning with the broader trend of ERISA-friendly investment vehicles. With $1.6 billion in AUM and a 30+ year track record, the CIT positions Gabelli to compete more aggressively in the institutional investment space. The strategy’s focus on quality businesses with durable competitive moats could attract plan sponsors seeking long-term growth.
What we're watching
- Institutional Adoption
- How quickly plan sponsors and participants adopt the new CIT, given its ERISA-friendly structure.
- Performance Metrics
- Whether the CIT can sustain its high-conviction strategy’s historical performance in a volatile market.
- Competitive Positioning
- The pace at which Gabelli can differentiate its growth strategy from other institutional investment options.
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