Tom Russo: Berkshire To `Plow’ Money Into Burlington

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 Gardner Russo & GardnerI found this great video of Tom Russo on Bloomberg TV. Russo keeps a low profile, but he is a great fund manager with a great track record. I could not find Russo’s current track record, but to my knowledge he has crushed the S&P500 since inception in 1989. Russo is General Partner of the Semper Vic Partners. He manages approximately ~$4 billion.

Russo likes companies that generate tremendous amounts of free cash flow and are cheap.  Russo tends to hold a very concentrated portfolio. Right now Philip Morris and Berkshire Hathaway comprise 33% of his portfolio. 35% of his portfolio is in financials, and 45% in consumer goods.

 

21st Century Investing with The Investment Integration Project’s William Burckart

Yarra Square Investing Greenhaven Road CapitalValueWalk's Raul Panganiban interviews William Burckart, The Investment Integration Project’s President and COO, and discuss his recent book that he co-authored, “21st Century Investing: Redirecting Financial Strategies to Drive System Change”. Q1 2021 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors.


Russo commented on Berkshire’s plans for Burlington Northern Sante Fe in the video below:

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