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Ask a Guru: Tom Russo, Tom Gayner and David Rolfe
GuruFocus will be attending the 10
Annual Value Investor Conference in Omaha on Thursday and Friday,
May 2 and 3, and talking to some of your favorite investors -
. We will also ask them some reader questions. If you have
anything about investing you would like to ask them, submit them
in the comments section below. We'll pose the questions at the
conference and post the answers on the site.
About the Investors
Tom Russo is a partner at Gardner Russo & Gardner and general partner to Semper Vic partnerships, overseeing a total of $6 billion.
His top holdings are Nestle SA ( NSRGY ), Philip Morris International Inc. ( PM ), Berkshire Hathaway ( BRK.A ), Heineken Holding ( HKHHF ) and Compagnie Financiere Richemont SA ( CFR ).
See his portfolio and more about him here.
Tom Gayner is the president and chief investment officer of insurance company Markel Corporation ( MKL ) and president of Markel Ventures.
The top holdings he has purchased for Markel are CarMax Inc. ( KMX ), Berkshire Hathaway Inc. ( BRK.A ), Diageo PLC ( DEO ), Berkshire Hathaway ( BRK.B ) and Brookfield Asset Management ( BAM ).
Learn more about Tom and see his portfolio here.
David Rolfe serves as chief investment officer of Wedgewood Partners, a firm with about $3 billion in assets under management.
His top holdings consist of Apple Inc. ( AAPL ), Berkshire Hathaway ( BRK.B ), Qualcomm Inc. (QCOM) Cummins Inc. (CMI) and Google Inc. ( GOOG ).
See more information about him and his portfolio here.
GuruFocus will also be posting notes on the investors' speeches at the conference, so stay tuned. Don't forget to post your question in the comments below.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .