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Thursday, June 21, 2012

Tom Russo In Barron's on Berkshire


When it comes to industries like tobacco, beer, and spirits, few investors are better versed than Thomas Russo.
A partner at Gardner Russo & Gardner in Lancaster, Pa., Russo manages $5 billion, including the $500 million Semper Vic partnership that has generated a compound annual return of 12.3% since 1992, versus 8.3% for the S&P 500 index.
Russo is a believer in companies like NestlĂ©Brown-FormanHeineken Holding,Philip Morris InternationalRichemontand Unilevermany of which he has owned for more than two decades.

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