Tom Russo

Tom Russo

Gardner Russo & Gardner
Last update 2020-02-11 93 Stocks (2 new)
Value $13.04 Bil Turnover 1 %
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Tom Russo 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.

Tom Russo 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.
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Performance of Semper Vic Partners

Year Return % S&P500 % Excess Gain %
2014 6.1 13.46 -7.4
2013 21.9 32.31 -10.4
2012 24.4 15.99 8.4
3-Year Cumulative (2012-2014) 60.89 (17.18/Year) 74.12 (20.31/Year) -13.23 (-3.11/Year)
2011 6.7 1.9 4.8
2010 21.5 15.05 6.4
5-Year Cumulative (2010-2014) 108.58 (15.84/Year) 104.13 (15.34/Year) 4.45 (0.50/Year)
2009 25.8 26.35 -0.6
2008 -31.5 -36.79 5.3
2007 7.7 5.15 2.5
2006 20.8 15.84 5
2005 3.2 4.83 -1.6
10-Year Cumulative (2005-2014) 141.33 (9.21/Year) 108.18 (7.61/Year) 33.15 (1.60/Year)
2004 11.9 10.7 1.2
2003 33.65 28.18 5.5
2002 -1 -21.58 20.6
2001 0.1 -11.76 11.9
2000 15.6 -9.75 25.4
15-Year Cumulative (2000-2014) 313.47 (9.92/Year) 84.48 (4.17/Year) 228.99 (5.75/Year)
1999 -2.1 20.38 -22.5
1998 23.8 28.69 -4.9
1997 24.7 33.49 -8.8
1996 19 22.5 -3.5
1995 23.6 38.06 -14.5
20-Year Cumulative (1995-2014) 819.13 (11.73/Year) 545.19 (9.77/Year) 273.94 (1.96/Year)
1994 12.4 0.38 12
1993 22.1 10.08 12
1992 13.4 7.62 5.8
1991 27.4 30.47 -3.1
1990 5.3 -3.1 8.4
25-Year Cumulative (1990-2014) 1818.97 (12.54/Year) 870.00 (9.51/Year) 948.97 (3.03/Year)
1989 24.6 31.69 -7.1
1988 19.8 16.61 3.2
1987 37.1 5.1 32
1986 24.8 18.6 6.2
1985 43.9 31.6 12.3
30-Year Cumulative (1985-2014) 6952.70 (15.24/Year) 2343.46 (11.24/Year) 4609.24 (4.00/Year)
1984 13.6 6.1 7.5

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