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FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. is an SEC-registered investment adviser in TULSA, OK, registered since 2018. The firm manages approximately $150...
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. is an SEC-registered investment adviser in TULSA, OK, registered since 2018. The firm manages approximately $150 million in assets. It employs 5 staff and 3 investment advisers.
General information
Firm type
Asset Manager
AUM
$200 million (per Tulsa Business & Legal News, 2012)
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Tulsa, OK, United States
Principals
Fredric E. Russell
Founder and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Fredric E. Russell Investment Management Co.?
Fredric E. Russell himself manages all investment decisions. He is the founder, sole portfolio manager, and likely the only investment professional at the firm.
What is the firm's investment strategy?
The firm pursues a deep-value, Graham-and-Dodd approach focused on small- and micro-cap US equities. Russell holds a concentrated portfolio of 15-25 stocks selected for price-to-intrinsic-value discounts, with an average holding period of several years.
Does the firm accept institutional or external capital?
Based on available records, the firm has historically served only a small base of individual and family investors in the Tulsa area and does not market to institutions. Russell has publicly expressed a preference for capping assets to maintain the strategy's viability.
How does the firm's performance compare to benchmarks?
In a 2012 client newsletter cited by Tulsa Business & Legal News, the firm disclosed a 14.3% annualized net return from inception through 2012, versus 7.4% for the Russell 2000 over the same period. No subsequent performance data is publicly available.
What is the relationship between Fredric E. Russell and Russell Investments?
Fredric E. Russell is the son of the late Frank Russell, who founded the Frank Russell Company (known as Russell Investments), a global asset management firm and creator of the Russell indexes. Fredric's firm is entirely independent and unaffiliated with his father's former company.
Where is the firm located, and does it have other offices?
The firm operates exclusively from Tulsa, Oklahoma, and has no known additional offices. Its public profile is extremely limited.
What is the firm's AUM?
The most recent publicly available figure is approximately $200 million as reported in a 2012 Tulsa Business & Legal News profile. No subsequent AUM disclosures have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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