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Thomas Russo and Bruce Greenwald at the official inception of the 5x5x5 Student Portfolio Fund.
5x5x5 Student Portfolio Fund
We are delighted to report on 5x5x5, Columbia Business School’s student-run value investing fund which holds positions in Qualcomm (QCOM), CDK Global (CDK), John Deere (DE), Cummins (CMI) Dollar General Corp. (DG) , Fidelity National Financial, Inc. (FNF), The Sherwin-Williams Company (SHW), Nike (NKE), The Weir Group (WEIR), Axalta Coating Systems (AXTA), MasterCard Inc. (MA), Moody's Corporation (MCO), Sabre Corp. (SABR), O'Reilly Automotive Inc. (ORLY) and Rolls Royce (RR). Ideas for the investment portfolio were submitted by students in the Value Investing course taught by Bruce Greenwald and Tano Santos and ultimately selected by the Investment Board.
The 2017 5x5x5 Fund Board will be comprised of those students whose positions were selected in 2016 and 2017 including:
Ted Bealin '17 (FNF)
Alexandra Cowie '17 (SHW)
Damian Creber '16 (AXTA)
Nielsen Fields '17 (NKE)
Lauren Harmon '16 (RR)
Derek Johnson '16 (ORLY)
Audun Nordtveit '17 (DG)
Michael O'Byrne '16 (MA)
Joanna Vu '17 (SABR)
Chris White '16 (MCO)
The 2017 5x5x5 Board will also include Tom Russo, Bruce Greenwald, and Meredith Trivedi.
This innovative fund was made possible by a generous gift given by Tom Russo and his wife Georgina. The Russo’s gift affords students the invaluable opportunity to connect value-oriented investment theories to real world practice as they apply their classroom learning to the management of this fund. At the end of five years, the original amount, accounting for inflation, will be invested back into the 5x5x5 Fund and the remainder of any gains will be used to support current-use scholarships for students interested in investment management. As alumni, program students will remain active managers of the 5x5x5 Fund, continuing their support of, and connection to, the Heilbrunn Center and Columbia Business School.
Louisa Serene Schneider '06, former senior director of the Heilbrunn Center, interviews Tom Russo regarding the 5x5x5 Fund. Read their conversation here.