Value Investing Live: Tom Russo on Lessons Learned From "Global Value" Equity Investing
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Tom Russo, Partner at Gardner Russo & Gardner LLC.
Tom Russo joined Gardner Russo & Gardner LLC as a partner in 1989. He is a graduate of Dartmouth College (BA, 1977) and Stanford Business and Law Schools (MBA/JD, 1984) and 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.
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.
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Watch the full live stream: https://youtu.be/IyPYs1L3ToE
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