Tom Russo

Tom Russo

Last Update: 05-14-2015

Number of Stocks: 110
Number of New Stocks: 3

Total Value: $11,127 Mil
Q/Q Turnover: 2%

Countries: USA NOR GBR FRA CHE SGP ESP
Details: Top Buys | Top Sales | Top Holdings  Embed:

Tom Russo' s Profile & Performance

Profile

Mr. Russo oversees $3 billion as general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships along with overseeing funds in discretionary, individually managed accounts for individuals, trusts and endowments. He is a graduate of Dartmouth College (BA, 1977) and Stanford Business and Law Schools (MBA/JD, 1984).

According to Mr. Russo himself, his fund is relatively concentrated. Therefore, the large positions we reported here are his. Others may be from his partners.

Investing Philosophy

Thomas A. Russo joined Gardner Russo & Gardner as a partner in 1989. His investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selection stresses two main points: value and price. He looks for companies with strong cash-flow characteristics, where large amounts of "free" cash flow are generated. Portfolio companies tend to have strong balance sheets and a history of producing high rates of return on their assets.

Total Holding History

Performance of Semper Vic Partners

YearReturn (%)S&P500 (%)Excess Gain (%)
20146.113.69-7.6
201321.932.39-10.5
201224.4168.4
3-Year Cumulative60.9 (17.2%/year)74.6 (20.4%/year)-13.7 (-3.2%/year)
20116.72.114.6
201021.515.066.4
5-Year Cumulative108.6 (15.8%/year)105.1 (15.5%/year)3.5 (0.3%/year)
200925.826.46-0.7
2008-31.5-375.5
20077.75.492.2
200620.815.795.0
20053.24.91-1.7
10-Year Cumulative141.3 (9.2%/year)109.4 (7.7%/year)31.9 (1.5%/year)
200411.910.881.0
200333.6528.685.0
2002-1-22.121.1
20010.1-11.8912.0
200015.6-9.124.7
15-Year Cumulative313.5 (9.9%/year)86.4 (4.2%/year)227.1 (5.7%/year)
1999-2.121.04-23.1
199823.828.58-4.8
199724.733.36-8.7
19961922.96-4.0
199523.637.58-14.0
20-Year Cumulative819.1 (11.7%/year)554.6 (9.8%/year)264.5 (1.9%/year)
199412.41.3211.1
199322.110.0812.0
199213.47.625.8
199127.430.47-3.1
19905.3-3.18.4
25-Year Cumulative1819 (12.5%/year)893.3 (9.6%/year)925.7 (2.9%/year)
198924.631.69-7.1
198819.816.613.2
198737.15.132.0
198624.818.66.2
198543.931.612.3
30-Year Cumulative6952.7 (15.2%/year)2402.2 (11.3%/year)4550.5 (3.9%/year)
198413.66.17.5

Top Ranked Articles

Transcript of Tom Russo’s Talk at Value Investor Conference
This is Tom Russo’s talk from 8th Annual Value Investor Conference in May 2011, Omaha, right before the annual shareholder meeting of Berkshire Hathaway. The upcoming 9th Annual Value Investor Conference will be held May 3 – 4, 2012, again in Omaha. The conference is organized by Bob Miles, author of several books including "The Warren Buffett CEO: Secrets of the Berkshire Hathaway Managers". Read more...
Invest with Style
Someone who reads my blog sent me this email: Read more...
How to Invest to Protect Yourself from the Dollar Decline: KO, PM, JNJ
As pointed out in our latest study, the US stock market has done much worse for foreign investors than their American counterparts. This was caused by the dramatic dollar decline over the past decade. Will the trend of the dollar decline continue? We don’t want to predict that. But we know that the US budget deficit is getting worse; national debt is increasing at an alarming rate. Politicians in Washington care more about their next elections than anything else. Read more...
Tom Russo: A LONG-Term Value Investor
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. Read more...
Tom Russo on the Capacity to Suffer
Tom Russo oversees over $4 billion as general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships along with overseeing funds in discretionary, individually managed accounts for individuals, trusts and endowments. He is a graduate of Dartmouth College (B.A., 1977) and Stanford Business and Law Schools (MBA/JD, 1984). Read more...
» More Tom Russo Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

How Harley-Davidson Stumbled – Value Investor Tom Russo
A strong brand name is a powerful moat abound a business. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Tom Russo Buys 3 New Stocks in Q1 Tom Russo - Tom Russo Buys 3 New Stocks In Q1
Tom Russo (Trades, Portfolio) added three new stocks to his portfolio during Q1, including an insurance and pharmaceutical company, according to GuruFocus Real Time Picks. More...

TOM RUSSO, ALLEGHANY, WABCO, MYLAN


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Value Investor Tom Russo Discusses Portfolio Management And His Favorite Valuation Metric Tom Russo - Value Investor Tom Russo Discusses Portfolio Management And His Favorite Valuation Metric
In 2008 Tom Russo (Trades, Portfolio) was able to take profits on several of his core U.S. focused businesses and redeploy those proceeds into bargain international operators. More...

TOM RUSSO, INTERVIEW


  • Currently 4.69/5

Rating: 4.7/5 (13 votes)

A Weekend in Omaha Tom Russo - A Weekend In Omaha
This past weekend, I was lucky enough to attend my fourth Berkshire Hathaway (BRK.B) shareholder meeting in Omaha, Nebraska. A few readers that I regularly talk with wanted to know how it went in addition to my takeaways from the weekend’s events; those are the things the remainder of this article will focus on. More...

LONG BRK.B


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

20 Questions Newsletter Featuring Tom Russo is Ready for Downlaod Tom Russo - 20 Questions Newsletter Featuring Tom Russo Is Ready For Downlaod
We have recently added "20 Questions with the Gurus" to our website for subscribers to enjoy. Each month, we will interview a new guru, using the questions you submit. Premium members will have higher priority when we choose which questions to submit. More...

TOM RUSSO, NEWSLETTER, GLOBAL INVESTING


  • Currently 4.71/5

Rating: 4.7/5 (7 votes)

Globetrotting the Tom Russo Way Tom Russo - Globetrotting The Tom Russo Way
Almost three weeks ago, I wrote an article on global investing, which you can find here. In the end, I stated the following: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Exclusive Interview With Tom Russo Part II Tom Russo, Warren Buffett, Phil Fisher, Charlie Mu - Exclusive Interview With Tom Russo Part II
This is the second portion of the interview we conducted with Tom Russo (Trades, Portfolio). The first part of ther interview can be found here. We would like to thank our readers again for the questions submitted. Due to time, we were unable to ask all of them. More...

TOM RUSSO, Q&A, INTERVIEW, GLOBAL MARKET, INTERNATIONAL STOCKS


  • Currently 4.67/5

Rating: 4.7/5 (3 votes)

Exclusive Q&A Interview With Tom Russo Part I Tom Russo, Warren Buffett, Charlie Munger, Phil Fi - Exclusive Q&A Interview With Tom Russo Part I
We recently had the opportunity to interview guru Tom Russo (Trades, Portfolio) of Gardner Russo & Gardner about his investment strategies in global investing, as well as how he became an investor. The questions asked are from our readers. More...

TOM RUSSO, GARDNER RUSSO & GARDER, WARREN BUFFETT, CHARLIE MUNGER, PHIL FISHER, INTERVIEW


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

How to Think About Brands – Tom Russo of Gardner Russo & Gardner Tom Russo - How To Think About Brands – Tom Russo Of Gardner Russo & Gardner
More...

TOM RUSSO, GARDNER RUSSO & GARDNER


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Exclusive GuruFocus Q&A With Global Value Investor Tom Russo Coming Soon Tom Russo - Exclusive GuruFocus Q&A With Global Value Investor Tom Russo Coming Soon
Global value investor Tom Russo (Trades, Portfolio) of Gardner Russo & Gardner has agreed to participate in a Q&A with GuruFocus within the next week. If you, the readers and subscribers, have any questions you would like for us to ask Mr. Russo, please post them in the comment box below. More...

TOM RUSSO, GLOBAL INVESTING, VALUE INVESTOR


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guru Tom Russo Adds 2 Companies to Portfolio in Fourth Quarter Tom Russo - Guru Tom Russo Adds 2 Companies To Portfolio In Fourth Quarter
Guru Tom Russo (Trades, Portfolio) emphasizes return on invested capital in his role as a partner in Gardner Russo & Gardner. As a general partner in Semper Vic Partners, he has overseen returns exceeding 20% for clients in recent years. More...

FOURTH QUARTER, TOM RUSSO


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Value Investor Tom Russo On The China Factor
Investors are always leery of China. Respected value investor Tom Russo (Trades, Portfolio) has plenty of exposure to China, but it is through large multi-national countries. More...

Tom Russo, China


  • Currently 4.90/5

Rating: 4.9/5 (10 votes)

Happy Thanksgiving Thoughts – Give and Take Mohnish Pabrai,Tom Russo,Jean-Marie Eveillard,Warr - Happy Thanksgiving Thoughts – Give And Take
Each year during this time of the year, I would take some time out and think about the things in life that I am extremely thankful for. The list usually ends up very long but a few of them jump out easily. On this year’s is a book recommendation by one of my heroes – Mohnish Pabrai (Trades, Portfolio). And this book is called Give and Take, masterfully done by Adam Grant. More...

MOHNISH PABRAI, DON YACKTMAN, BEN GRAHAM, TOM RUSSO, JEAN-MARIE EVEILLARD


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Tom Russo's Quarterly Investments Focus on Food and Drink Stocks Tom Russo - Tom Russo's Quarterly Investments Focus On Food And Drink Stocks
Tom Russo (Trades, Portfolio), general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships, says his funds are relatively concentrated, and you certainly can see a concentration in his investments in the third quarter – largely in food and drink stocks. More...

Tom Russo, Semper Vic


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Tom Russo Buys Pernod Ricard, Nestle SA, CIE Financiere, Sells Goldman Sachs Tom Russo - Tom Russo Buys Pernod Ricard, Nestle SA, CIE Financiere, Sells Goldman Sachs
Renowned value investor Tom Russo (Trades, Portfolio) runs a concentrated portfolio full of European family run beverage business and he has done very well with them. It is easy to imitate them as his portfolio turnover is very low. He buys and holds, rarely sells. These are some activities of his during the third quarter of 2014. To learn more about him, please read Transcript of Tom Russo’s Talk at Value Investor Conference. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Value Investor Tom Russo Discusses The Power Of Brands Warren Buffett,Tom Russo - Value Investor Tom Russo Discusses The Power Of Brands
Warren Buffett (Trades, Portfolio) makes big bets on companies that have large protective moats around their business. One of the very best types of moats is a bullet-proof brand that is entrenched globally. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Tom Russo On His Thoughts On Brand Power Tom Russo - Tom Russo On His Thoughts On Brand Power
Tom Russo (Trades, Portfolio) of Gardner Russo &Gardner discusses his thoughts on brand power of companies that have strong brand recognition with the goods they sell. He also discusses how simple companies with strong brand product are to understand, and how to value. More...

TOM RUSSO,LONG-TERM VALUE,VALUE INVESTING,BRAND POWER,FRANCHISE INVESTING,FOCUS INVESTING,


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Tom Russo on Why Investors Should Not "China Cleanse" Their Portfolios
More...

TOM RUSSO


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Tom Russo - Investors Should Not China Cleanse Their Portfolios
There is a great deal of fear around the near and mid term future of China. More...

  • Currently 4.29/5

Rating: 4.3/5 (7 votes)

'Extreme Patience' One Month at a Time Tom Russo - 'Extreme Patience' One Month At A Time
After a period of steadily rising markets, we’ve reached a bit of a standstill (or at least what can be described as a standstill by comparison to the market's strong results in 2013). Presently, there doesn’t seem to be much to do for the investor: With limited new investments to be found (or in my experience, at least compared to the relative ease in 2011), patience is the order of the day. More...

LONG PG, PEP, JNJ, AND BRK.B


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GuruFocus Premium Plus Membership

FEEDBACK