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    Mario Gabelli • Gabelli and Company

    Mario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors, Inc., specializing in value investing and leading market research across multiple sectors with a proprietary Private Market Value with a Catalyst methodology. He has covered a broad array of companies, notably in aerospace, defense, and telecommunications, and is recognized for industry-leading returns and consistent performance as reflected by numerous accolades, including a place in Barron's All Century Team and induction into the Horatio Alger Association of Distinguished Americans. Gabelli began his investment analyst career in the mid-1960s after graduating summa cum laude from Fordham University and earning his MBA from Columbia Business School, and subsequently founded GAMCO Investors in 1977 where he has continuously built his legacy. He holds the Chartered Financial Analyst (CFA) designation, is a member of the Economic Club of New York, and has received multiple honorary doctorates.

    Mario Gabelli's questions to Strattec Security Corp (STRT) leadership

    Mario Gabelli's questions to Strattec Security Corp (STRT) leadership • Q4 2025

    Question

    Mario Gabelli inquired about the company's currency hedging, the geographic location of its cash reserves, and the benefits from the recent tax bill on R&D. He also asked about StratTech's competitive position and 'DNA' in the key fob market and explored the potential for creating recurring revenue through a direct-to-consumer or subscription model, bypassing traditional dealer channels.

    Answer

    CFO Matthew Pauli stated that over 70% of cash is held in the U.S. and that the new tax bill will provide cash tax savings by allowing R&D to be expensed. President and CEO Jennifer Slater identified key fob competitors as Continental, Denzo, and Hoof, and noted the company is always exploring value-add opportunities. Regarding recurring revenue, she mentioned that 7% of revenue is already from the aftermarket and that while they are exploring further direct-to-consumer opportunities, it is still in the early stages.

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