General Investing >> Money Manager Interviews >> November 29, 2004


C. RUSSELL DE BURLO JR., has had 30 years of experience in capital fund management and financial administration, primarily for educational, private and public tax-exempt institutions. Before forming The de Burlo Group, Inc., an SEC-registered investment advisory firm, he was Treasurer, Vice President for Business Administration and Professor of Economics at Tufts University. Dr. de Burlo is a graduate of Swarthmore College, has an MBA degree from the Wharton School, University of Pennsylvania, and a Doctor of Business Administration degree from the Harvard Business School. He is a member of the Bond Analysts Society of Boston, the Boston Security Analysts Society and the Association for Investment Management and Research. He was Chairperson, Commissioner of Trust Funds for the City of Medford, and is currently Treasurer of the International Association for Comparative Research on Leukemia and Related Diseases. He also serves as Treasurer of the Massachusetts chapter of the American Rhododendron Society. In addition to serving as trustee for the Cambridge Friends School, the Belmont Hill School, the Buckingham, Browne and Nichols School and the Moses Brown School, he was a board member of two commercial banks. He has served as President of the Massachusetts Association of Non-Profit Schools and Colleges, and chaired the Finance Committee of the New England regional college and university accrediting organization. For many years, Dr. de Burlo was a member of the National Institutes of Health, National Cancer Institute's Comprehensive Cancer Centers Committee, as well as The National Association of College and University Business Officers. Profile
TWST: Would you tell us about your firm and its investment philosophy?

Dr. de Burlo: We are very focused on social responsibility issues and

have been since our origin, which is essentially 30