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.
Tom Russo (Trades, Portfolio)'s Investment Style
Tom Russo (Trades, Portfolio) has been with Gardner Russo & Gardner since 1989, when he initially came on board as a partner. Last year, he became the managing member.
Russo likes to invest in family run businesses and companies that possess strong cash-flow characteristics, such as companies in the food, tobacco, beverage and advertising-supported industries.
57.1% of his portfolio consists of stocks in the Consumer Defensive sector and 29.5% of his portfolio are stocks in the Financial Services sector.Â
Berkshire Hathaway Inc (BRK.A, Financial) has a 10.4% portfolio weighting and is his most heavily weighted stock in his portfolio. He currently owns 5,060 shares, valued at $1,143,560,000.
Berkshire Hathaway is a holding company and is currently trading at $218,463.33 a share.Â
Russo does not sell too often; his quarter-over-quarter turnover rate is only 2%. He recently added Bollore SA (BOIVF, Financial) and Indivior PLC (IZQVF, Financial) to his portfolio of 110.
Russo is looking forward to answering questions, especially in regards to his goals as a global investor.
