Gabelli Merchant Partners PLC · LSE:GMP
Gabelli Merchant Partners — Fact Sheet (September 2017)
5 slides from Gabelli Merchant Partners's fact sheet, September 2017
Slide 1: Market capitalisation exposure vs Russell 3000 and S&P 500
GMP Russell 3000 S&P 500 59.2 Small Cap 3.8 0.4 23.2 Mid Cap 13.5 2.4 17.5 Large Cap 82.7 97.2 0.0 20.0 40.0 60.0 80.0 100.0
Slide 2: Sector exposure vs Russell 3000 and S&P 500
GMP Russell 3000 S&P 500 8.2 Consumer Discretionary 12.4 12.0 1.2 Consumer Staples 7.6 8.2 2.9 Energy 5.2 6.1 11.4 Financials 14.6 14.7 45.0 Health Care 14.1 14.5 5.5 Industrials 10.6 10.3 7.6 Information Technology 22.6 23.2 6.9 Materials 3.4 2.9 Real Estate 4.2 2.9 6.0 Telecommunication Services 2
Slide 3: Cross border M&A and selected completed deals
Cross border M&A suggests a further beneficial dimension for the portfolio. Cross border M&A totaled $943.3 billion during the first nine months of 2017, the highest level reached in the first nine months of a year since 2015. This surge in cross border transaction activity was driven by outbound U.
Slide 4: Selected pending deals: Jimmy Choo and Kite Pharma
Jimmy Choo PLC (CHOO - £2.295/$3.08 - London Stock Exchange) is a London, UK based luxury shoe and accessories company. On July 25, 2017, CHOO agreed to be acquired Michael Kors Holdings Limited for £2.30 per share in cash, valuing the company at £1 billion. The transaction is intended to be effecte
Slide 5: Disclosure
DISCLOSURE ' Portfolio composition is reflective of the portfolio as of the date of this report, but is not necessarily indicative of the composition of the portfolio in the future which may be significantly different than that show here. The classifications of market capitalisation, sector, and geo
Gabelli Merchant Partners — Fact Sheet (September 2017) on 6ix