Tom Gayner is the Executive Vice President and Chief Investment Officer of Markel Corp. and he also presides over Markel Gayner Asset Management, Inc., a subsidiary of the first. He has been in such position since 1990. From an investment perspective, Gayner is a long term player. He follows Warren Buffett and Benjamin Graham´s thoughts and investing principles. At an interview with Morningstar he explained what he thinks a company must have to become a good pick.
In the last three years, Gayner´s largest investment has been Carmax, which has returned almost 90% since 2008, thus surpassing the market. As regards his long-term holdings, they have gained 25.06% since 2010. Tom´s long term peaks are extremely successful. Now let´s look at some of them: Washington Real Estate Investment Trust (WRE), NuStar GP Holdings LLC (NSH), Altria Group, Inc. (MO), Federated Investors, Inc. (FII) and Enterprise Products Partners L.P. (EPD).
Source: Guru Focus
Related Articles:
- Finding Low Risk Dividend Stocks
- Why We Are Dividend Growth Investors
- What Determines A Dividend Stock's Yield
- Managing Risk With Dividend Stocks
- 9 Stocks With a Sustainable Dividend
April 2013 Pocket Change Portfolio Performance
-
The *Pocket Change Portfolio* (PCP) was first introduced on September 13,
2008 as a real money dividend income portfolio funded by the "pocket
change" ear...
15 hours ago








0 comments
Post a Comment
Post a Comment