jacobwolinsky Posted October 24, 2011 Share Posted October 24, 2011 Thought you guys would be interested. I conducted an interview with Tom Russo (about 14 pages of text), and just posted it. He was one of the first global value investors (great 25+ yr track record)-http://www.valuewalk.com/interviews/exclusive-interview-famous-investor-tom-russo/ http://www.valuewalk.com/interviews/exclusive-interview-famous-investor-tom-russo/ Link to comment Share on other sites More sharing options...
Valuebo Posted October 24, 2011 Share Posted October 24, 2011 Thanks Jacob! Gurufocus has an interview coming up with him soon and people can ask questions here: http://www.gurufocus.com/news/148337/ask-your-investment-questions-to-tom-russo A lot less questions so far than Prem got last month so shoot away, big chance you're question gets an answer. :) Link to comment Share on other sites More sharing options...
jacobwolinsky Posted October 24, 2011 Author Share Posted October 24, 2011 Thanks! It was mostly a monologue that he told me to put into an interview format. I had a lot more questions I wanted to ask him. Btw- he is a super nice guy. Link to comment Share on other sites More sharing options...
ourkid8 Posted October 25, 2011 Share Posted October 25, 2011 Absolutely wonderful interview... Link to comment Share on other sites More sharing options...
QLEAP Posted October 25, 2011 Share Posted October 25, 2011 Thanks Jacob. There was also a wealthtrack interview with Tom Russo a few weeks ago. Fascinating to see different investing styles. Holding Nestle since 1987 through all twists and turns - that takes patience ! Link to comment Share on other sites More sharing options...
Grenville Posted November 1, 2011 Share Posted November 1, 2011 Great stuff. I particularly enjoyed the "capacity to suffer" concept. A very valuable trait to find and important one shared by some of the great investors. Very important in the insurance business as well! Link to comment Share on other sites More sharing options...
Guest Posted November 1, 2011 Share Posted November 1, 2011 Is his fund still open? Link to comment Share on other sites More sharing options...
jacobwolinsky Posted November 2, 2011 Author Share Posted November 2, 2011 No idea, considering he manages $6billion (and has a fantastic track record) he is pretty unknown even in the value circles. Link to comment Share on other sites More sharing options...
dcollon Posted November 2, 2011 Share Posted November 2, 2011 He manages money with Gardner, Russo & Gardner. They manage both separate accounts and some pooled money. The firm is based in Lancaster, PA. Link to comment Share on other sites More sharing options...
Green King Posted November 16, 2011 Share Posted November 16, 2011 Great post thank you. Link to comment Share on other sites More sharing options...
educatedidiot Posted February 14, 2018 Share Posted February 14, 2018 Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!). Now these are all tiny, so perhaps they are essentially tracking positions, but it certainly seems to be a list of companies that might be worth searching through: http://www.rocketfinancial.com/Holdings.aspx?id=386&fC=1 Link to comment Share on other sites More sharing options...
tefl0n Posted February 15, 2018 Share Posted February 15, 2018 They appear to have added nearly ~$800M worth of Anheuser-Busch InBev. Link to comment Share on other sites More sharing options...
rb Posted February 17, 2018 Share Posted February 17, 2018 They appear to have added nearly ~$800M worth of Anheuser-Busch InBev. Nah. The rocket financial report is incorrect. They only added about 90,000 shares... roughly $9 million. Link to comment Share on other sites More sharing options...
John Hjorth Posted February 17, 2018 Share Posted February 17, 2018 Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!). ... Quite weird to observe indeed. - Especially if one look at those particular trackers. Incoming capital/accounts to be reallocated? Link to comment Share on other sites More sharing options...
cubsfan Posted February 17, 2018 Share Posted February 17, 2018 Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!). ... Quite weird to observe indeed. - Especially if one look at those particular trackers. Incoming capital/accounts to be reallocated? I think Tom runs a bunch of individual accounts as well, so some of those positions may be inherited. Link to comment Share on other sites More sharing options...
voyager Posted February 21, 2018 Share Posted February 21, 2018 Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!). ... Quite weird to observe indeed. - Especially if one look at those particular trackers. Incoming capital/accounts to be reallocated? I think Tom runs a bunch of individual accounts as well, so some of those positions may be inherited. Yes - it's a bunch of individual accounts. Link to comment Share on other sites More sharing options...
Liberty Posted March 5, 2019 Share Posted March 5, 2019 New Russo podcast: https://capitalallocatorspodcast.com/2019/03/03/russo2a/ Link to comment Share on other sites More sharing options...
Liberty Posted May 13, 2019 Share Posted May 13, 2019 20 minute interview with Tom Russo (from 2016): Link to comment Share on other sites More sharing options...
Liberty Posted April 24, 2020 Share Posted April 24, 2020 Russo Q1 letter: https://moiglobal.com/wp-content/uploads/Semper-Vic-Partners-L.P.-Letter-to-Investors-April-2020.pdf Link to comment Share on other sites More sharing options...
thowed Posted April 24, 2020 Share Posted April 24, 2020 Thanks - look forward to this - never seen a letter by him, just read the interviews, and was immediately taken by the whole 'capacity to suffer' etc. Can't remember if you know Lindsell Train, a sensational outfit who are a relative comparator in the UK. They have a bunch of very good think-pieces on their website that I think you'd enjoy if you haven't already. Link to comment Share on other sites More sharing options...
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