2026 - 2027
5x5x5 Russo Student Investment Portfolio
We are thrilled to share the positions for the 2026 vintage of the 5x5x5 Russo Student Investment portfolio, a self-funding investment vehicle launched in 2015 thanks to the generosity and vision of Heilbrunn Center Board member Tom Russo of Gardner, Russo, and Quinn. Positions include Copart (CPRT) submitted by Carlson Zou, CFA;
Equifax (EFX) submitted by Tuan Nguyen, CFA; Humana (HUM) submitted by Aaron Makhijani; Perimeter Solutions (PRM) submitted by Daniel Sangyoon Kim; Shimano (SMNNY) submitted by Dimitry Karavaikin, CFA. To learn more about the portfolio and read the full student write-ups visit here.
VI Program Class of 2027
Curriculum
In addition to the Center’s regular curriculum, we are thrilled to offer a new course -- Quantitative Investing -- taught by Kent Daniel, Jean-Marie Eveillard/First Eagle Investment Management Professor of Business, and Giuseppe Paleologo of Balyasny Asset Management. This MBA focused course is supported by the Heilbrunn Center and the Program for Financial Studies at Columbia Business School.
To see the full list of courses supported by the Center visit here.
Global Value Investor’s Program
In partnership with Columbia Business School’s Executive Education, the Heilbrunn Center recently launched the Global Value Investor’s Program (GVIP). The program features nine integrated modules, each hosted in a major capital market hub, with direct institutional engagement across New York, London, Shanghai, Hong Kong, Singapore, and San Francisco. Each module builds on a disciplined value-investing framework—progressing from philosophical foundations to implementation, macro interpretation, ownership influence, and private-market execution. To learn more visit here.
Heilbrunn Center Events
The Heilbrunn Center recently hosted the 36th Annual Graham & Dodd Luncheon featuring Li Lu ’96, Founder and Chairman of Himalaya Capital.
Transcripts from the 36th Annual Graham & Dodd Luncheon featuring Li Lu '96 (’96 CC,’96 LAW), Founder and Chairman of Himalaya Capital can be read in English and in Mandarin.
Pershing Square Challenge
This year we will celebrate the 20th Annual Pershing Square Challenge. The event will take place on Thursday, April 15, on Columbia’s campus. Invitation to follow. To watch the video from the 2026 event visit here.
Save the date for the 30th Annual CSIMA Conference on January 29, 2026. Details to follow.
Annual Letter Archive