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Please suggest us the new gurus at this board. We have received a lot of suggestions. Please discuss on this board for new guru additions.
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new guru Thomas Russo...
Posted by: spedian (IP Logged)
Date: May 1, 2007 12:08PM

...Gardner Russo & Gardner


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Re: new guru Thomas Russo...
Posted by: jessiema28 (IP Logged)
Date: September 19, 2007 10:40PM

I agree!


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Re: new guru Thomas Russo...
Posted by: gurufocus (IP Logged)
Date: September 20, 2007 12:02PM

We have long wanted to add Tom Russo. He is known for concentrated portfolio. However, Gardner Russo & Gardner's portfolio shows more than 400 stocks. Therefore it is hard to know which ones are really from Tom Russo.

Comments?


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Re: new guru Thomas Russo...
Posted by: vhira (IP Logged)
Date: June 23, 2008 09:14PM

Tom has run Semper Vic Partnership since the early 1990s with a return of near 20% compounded before his 1% fee. Gardner, Russo, Gardner should confirm this. They are in Lancaster , Pennsylvania.


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Re: new guru Thomas Russo...
Posted by: fk (IP Logged)
Date: June 24, 2008 08:17AM

Gurufocus,
I also vote to add Russo despite your concerns about their large portfolio and not knowing which ones are picked by Russo. We could make that disclaimer in the biography page. Consider Bill Miller or Marty Whitman or other gurus on here running large portfolios with co-managers and large teams of analysts. How many picks are really theirs?







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Re: new guru Thomas Russo...
Posted by: fk (IP Logged)
Date: June 24, 2008 03:29PM

shoot, even if many of those 400 holdings in the portfolio are not made by Russo, if that partnership is returning 20% a year since the early 90's, I think it would nice for us to track it here on gurufocus.


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Re: new guru Thomas Russo...
Posted by: vhira (IP Logged)
Date: June 24, 2008 06:10PM

I have invested with Tom since 1993, when his flagship Semper Vic partners was starting out and had just 100 investors. It has done slightly under 20% compounded. I would be glad to give any numbers. He is great !!


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