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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