Combining the best of Buffett and Munger
Robert Luciano, Managing Partner at VGI Partners, started his investing career in 1996 at independent research firm Huntley’s. Luciano says the experience gave him valuable exposure to a wide range companies and recalls being handed a dozen investment books deemed required reading before starting as an analyst.
Two books, The Warren Buffett Way & Buffet: The Making of an American Capitalist, have heavily influenced his investment style and the approach employed by VGI Partners.
Those were pretty extraordinary books to be given to you. I was in my very early twenties and had only just finished Uni. And from that moment I was pretty much hooked on the whole Buffett / Munger investment philosophy.
In this video Luciano expands on his process and outlines the attributes he values most when analysing businesses.
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