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Inside the Cockpit: Navigating Aerospace & Defense Markets with LtCol Tony Bancroft, USMCR

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Manage episode 499076585 series 3153255
Content provided by Gabelli Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gabelli Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This webinar was recorded live on August 6, 2025 at 11am ET.Tune in for a dynamic conversation with Lieutenant Colonel Tony Bancroft, USMCR, former F/A-18 fighter pilot and Portfolio Manager of the Gabelli Commercial Aerospace and Defense ETF (GCAD), moderated by Miles McQuillen, Assistant Vice President at Gabelli. In this webinar, we explore the opportunities taking shape across the dynamic aerospace and defense landscape. From Tony’s unique journey as a former fighter pilot, to his perspective today managing investments in this critical sector, he covers:• Why Aerospace & Defense now? Tailwinds from global security dynamics and commercial aviation recovery.• Tony’s investment process: how ideas transition from research screens to portfolio positions.• Recent market moves: what’s driving returns, where risks may be underappreciated.• Case studies from current holdings — the business models, secular growth stories, and defense contracts underpinning the fund.• Behind the fund: lessons from the cockpit to Wall Street.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email [email protected] with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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404 episodes

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Manage episode 499076585 series 3153255
Content provided by Gabelli Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gabelli Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This webinar was recorded live on August 6, 2025 at 11am ET.Tune in for a dynamic conversation with Lieutenant Colonel Tony Bancroft, USMCR, former F/A-18 fighter pilot and Portfolio Manager of the Gabelli Commercial Aerospace and Defense ETF (GCAD), moderated by Miles McQuillen, Assistant Vice President at Gabelli. In this webinar, we explore the opportunities taking shape across the dynamic aerospace and defense landscape. From Tony’s unique journey as a former fighter pilot, to his perspective today managing investments in this critical sector, he covers:• Why Aerospace & Defense now? Tailwinds from global security dynamics and commercial aviation recovery.• Tony’s investment process: how ideas transition from research screens to portfolio positions.• Recent market moves: what’s driving returns, where risks may be underappreciated.• Case studies from current holdings — the business models, secular growth stories, and defense contracts underpinning the fund.• Behind the fund: lessons from the cockpit to Wall Street.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email [email protected] with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

  continue reading

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