Tom Russo

Tom Russo

Last Update: 05-11-2017

Number of Stocks: 102
Number of New Stocks: 5

Total Value: $12,921 Mil
Q/Q Turnover: 1%

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

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Commentaries and Stories

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