GARDNER RUSSO & Overview

Gardner Russo & Gardner Llc is an investment advisor that manages 11.3 BN dollars in regulatory AUM and has 38 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 12BN in positions, representing 107% of the manager's regulatory AUM.

GARDNER RUSSO & StockAlpha

-3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GARDNER RUSSO & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NSRGY 10.4% Cons. Staples -15.72% -1.26% 24 2%
BRK.A 8.97% Financials 10.57% -0.3% 14 8%
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FEATURED IN
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GARDNER RUSSO & Founders and Key Employees

Name Title In Position Since
Eugene H. Gardner Member/Managing Director Emeritus April-2014
Thomas A. Russo Managing Member April-2014
Eugene H. Gardner Jr. Member/Managing Director April-2014
Anne D. Gardner Chief Compliance Officer/Chief Administrative Officer April-2014
Timothy C. Quinn Special Member/Managing Director April-2014

GARDNER RUSSO & Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

GARDNER RUSSO & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Analysis and Strategy
The firm’s business is discretionary investment advisory. Our single investment focus can be broadly termed global value.
Investment decisions are made with little input from Wall Street, using primary, fundamental research directed towards a limited number of global
industries. We conduct research by analyzing a company’s financial reports, attending annual, industry, and analyst meetings, and engaging its management in appropriate venues. We assess its free-cash-flow generation, sustainability of franchise, earnings and pricing power, and quality of management; we match our
judgments of these against the price of the company’s stock. We buy common stocks in concentrated industry groups in competitively advantaged, global businesses that are run by able and honest managers. Our intention and hope is to retain meaningful positions in these holdings for a long perio...
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GARDNER RUSSO & Portfolio Concentration

GARDNER RUSSO & Location

223 EAST CHESTNUT STREET
LANCASTER, Pennsylvania
UNITED STATES, 17602

GARDNER RUSSO & Contact Information

Phone Number: 717.299.1385
Fax Number: 717.399.3170
Website:

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