Rogers Communications Focus

Gabelli Fund Highlights Rogers Communications in Second Quarter 2026 Letter

Gabelli Investment Management Firm's Global Content & Connectivity Fund has published its second-quarter 2026 investor letter, highlighting stocks like Rogers Communications Inc. (RCI), a Canadian communications and media company with major wireless, cable, sports, and regional media businesses. The Fund's Class I shares gained 12.88% in Q2 2026, more than double the 6.02% return of the MSCI AC World Communication Services Index, despite trailing the broader MSCi AC World Index's 15.06% gain. The fund's performance was attributed to renewed investor interest in AI-related investments, decreased tensions in the Middle East, and lower Brent crude prices. Looking ahead, Gabelli remains optimistic about long-term opportunities created by AI adoption, expanding digital infrastructure, connectivity, and the continued growth of content and entertainment, while recognizing potential volatility due to higher interest rates, interest rates and increased interest rates.

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