Quoc Tran

Quoc Tran started in the investment industry in 1996 as an analyst at Kemper Investments in Chicago. While at Kemper, Mr. Tran co-launched Kemper’s aggressive growth fund, where he served as the dedicated analyst for the fund. Mr. Tran then spent five years at Goldman Sachs and Co. as an institutional sales professional and left Goldman as Vice President & Director in the Equities Division. In 2002, Mr. Tran joined Wallace R. Weitz & Co. in Omaha, NE. At Weitz, Mr. Tran served as Head of Private Client Services, Portfolio Manager, and Research Analyst. At Weitz & Co., Mr. Tran contributed to the management of over $8 billion in clients assets, and personally managed over two dozen institutional and high net worth families accounts. His portfolios generally consisted of 20-30 equity investments and generated superior returns during his tenure. Mr. Tran’s investment philosophy is grounded in the teachings of Warren Buffett. Mr. Tran looks for companies that generate high returns on capital, have a sustainable competitive advantage, are led by superior management teams, and are trading at a discount to its intrinsic value. Mr. Tran is disciplined regarding entry price and portfolio turnover. He believes that being patient for right entry price and maintaining low portfolio turnover can help produce superior returns over time. Mr. Tran earned his MBA in Finance and Competitive Strategy at the University of Chicago where he was also a University of Chicago Business Fellow. Mr. Tran earned his BA at Bates College in Lewiston, Maine.