Tom Gayner

Tom Gayner

Markel Gayner Asset Management Corp
Last update 2020-08-03 114 Stocks (2 new)
Value $5.37 Bil Turnover 0 %
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Tom Gayner Profile

Tom Gayner is the Executive Vice President and Chief Investment Officer Of Markel Corp and President, Markel Gayner Asset Management, Inc., the investment subsidiary Of Markel Corp since December of 1990. The asset under management is about $2 billion.

Tom Gayner Investing Philosophy

As the CIO of Markel Corp, Tom Gayner is certainly a value investor. He thinks stock is part of a business and the business is worth what the present value of the future cash flows are. "We operate with a Margin of Safety in the investment portfolio." He said. He has also relatively concentrated portfolio. He believes that he can earn the best returns by concentrating his focus and portfolio in promising areas where he has the best understanding and knowledge.
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Performance of Markel Corp. Equity Portfolio

Year Return % S&P500 % Excess Gain %
2011 3.8 1.9 1.9
2010 20.8 15.05 5.7
2009 25.7 26.35 -0.6
3-Year Cumulative (2009-2011) 57.62 (16.38/Year) 48.13 (13.99/Year) 9.49 (2.39/Year)
2008 -34 -36.79 2.8
2007 -0.4 5.15 -5.6
5-Year Cumulative (2007-2011) 3.61 (0.71/Year) -1.53 (-0.31/Year) 5.14 (1.02/Year)
2006 25.9 15.84 10.1
2005 -0.3 4.83 -5.1
2004 15.2 10.7 4.5
2003 31 28.18 2.8
2002 -8.8 -21.58 12.8
10-Year Cumulative (2002-2011) 79.00 (5.99/Year) 33.04 (2.90/Year) 45.96 (3.09/Year)
2001 16.9 -11.76 28.7
2000 26.4 -9.75 36.1
1999 -10.3 20.38 -30.7
1998 13.3 28.69 -15.4
1997 31.4 33.49 -2.1
15-Year Cumulative (1997-2011) 253.20 (8.78/Year) 119.09 (5.37/Year) 134.11 (3.41/Year)
1996 26.9 22.5 4.4

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