Thomas A. Russo - Gardner, Russo & Gardner
Thomas A. Russo has been a partner at Gardner Russo & Gardner since 1989. The firm has over $5 billion under management, and he oversees $4 billion as general partner of Semper Vic Partners limited partnerships, as well as in individually managed accounts. Prior to joining Gardner Russo & Gardner, Mr. Russo was at the Sequoia Fund. Mr. Russo is a graduate of Dartmouth and has an MBA and JD from Stanford.back
Articles
Tom Russo: A LONG-Term Value Investor
GuruFocus - 08.29.11
Tom Russo is one of the most interesting value investors I have ever encountered. His style is very different than anyone else. It can be most compared to Warren Buffett, except he differs from Buffett in several ways. Tom Russo is (and has not been) bullish on Kraft (KFT), which is a top holding of Buffett. Russo also invests a lot internationally, especially in Western Europe.
Columbia Business School Speech
Compounding Machines - 03.13.09
Mr. Russo’s investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selection stresses two main points: value and price. While these would seem to be obvious key considerations in any manager’s approach, it is equally obvious that all too often they are either misjudged or, perhaps more frequently, simply not viewed together.
Videos
Should You Bet Like Buffett?
CNBC 02.27.12
Should investors bet like billionaire Warren Buffett? Thomas Russo,Gardner, Russo & Gardner, and Vahan Janjigian, Greenwich Wealth Management, weigh in.
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Thomas Russo Discusses Berkshire, Burlington Northern
Bloomberg - 03.09.11
Thomas Russo, who manages about $4 billion at Gardner Russo & Gardner in Lancaster, Pennsylvania, talks about Berkshire Hathaway Inc.'s ownership of Burlington Northern Santa Fe and Warren Buffett's plans for more acquisitions. Berkshire took $2.25 billion in dividends from Burlington Northern in less than 13 months of ownership, almost triple the railroad’s payout rate prior to the February 2010 acquisition. Russo speaks with Carol Massar and Matt Miller on Bloomberg Television's "Street Smart."
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Bonds, Bank Stocks, Outlook for Financial Markets
Bloomberg - 01.04.12
Thomas Russo, a partner at Gardner Russo & Gardner, Dino Kos, managing director at Hamiltonian Associates Ltd., and Arnab Banerji, former economic adviser to former U.K. Prime Minister Tony Blair, talk about their investment strategy for bonds and bank stocks, and the outlook for financial markets. They speak with Pimm Fox on Bloomberg Television's "Taking Stock."
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Audio
Gardner's Russo Discusses Value Investing Strategy
Bloomberg - 01.13.11
Tom Russo, partner at Gardner Russo & Gardner talks with Bloomberg's Pimm Fox and David Wilson about emerging markets growth and investing in global value stocks including Nestle NA, Pernod-Ricard SA, Cie Financiere Richemont SA, Unilever, and Philip Morris Int'l. They spoke on Bloomberg Radio's "Taking Stock."
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