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 09/30/19. The fund's latest filing disclosed 13BN in positions, representing 114% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 13BN in positions, representing 114% of the manager's regulatory AUM.
GARDNER RUSSO & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GARDNER RUSSO & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MA | 14.11% | Tech | 19.49% | -0.33% | 2 | 27% | ||
| NSRGY | 11% | Cons. Staples | 3.19% | 0.04% | 46 | 0% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
GARDNER RUSSO & Portfolio Concentration
GARDNER RUSSO & Location
223 EAST CHESTNUT STREET
LANCASTER, Pennsylvania
UNITED STATES, 17602
LANCASTER, Pennsylvania
UNITED STATES, 17602
GARDNER RUSSO & Contact Information
Phone Number: 717.299.1385
Fax Number: 717.399.3170
Website: null
Fax Number: 717.399.3170
Website: null
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