François Rochon
Founder, President and Portfolio Manager, Giverny Capital
Biography
François Rochon trained as an engineer at École Polytechnique de Montréal and worked in telecoms research before managing family accounts from 1993, the start of the Rochon Global Portfolio's track record. After working as an analyst and then portfolio manager at Montrusco & Associates, he founded Giverny Capital in Montreal in December 1998. He is known for owning a small number of outstanding companies for the long term, and for annual letters to partners that pair investment commentary with works from the firm's art collection.
In their own words
Letters and reports
- Letters to our partners (Giverny Capital annual letters) givernycapital.com
Interviews and podcasts
- TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon (We Study Billionaires, 2024) theinvestorspodcast.com
- In the media (Giverny Capital interviews and articles) givernycapital.com
Video
Profiles
- François Rochon (Giverny Capital team profile) givernycapital.com
Giverny Capital’s largest US holdings
- AlphabetGOOG10.9%
- HEICO OrdHEI.A6.4%
- Meta PlatformsMETA5.7%
- Charles SchwabSCHW5.2%
- Automatic Data ProcessingADP4.9%
- AmetekAME4.9%
- Medpace HoldingsMEDP4.5%
- VisaV4.5%
- Berkshire HathawayBRK.B4.4%
- ProgressivePGR4.0%