Profil
Mr. Robert G.
Hagstrom is a Chief Investment Officer & Senior Portfolio Manager at EquityCompass Investment Management LLC.
He joined EquityCompass as a Senior Portfolio Manager in April 2014 and launched the Global Leaders Portfolio in July 2014.
In addition, Mr. Hagstrom serves as Chairman of the Investment Management Committee for Stifel Asset Management.
Prior to joining EquityCompass, he was the Chief Investment Strategist of Legg Mason Investment Counsel, and before that, he spent 14 years as the Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management, where he managed over $7 billion in assets.
Mr. Hagstrom was the recipient of “Honorable Mention” as Morningstar’s U.S.
Equity Manager of the Year in 2007.
Mr. Hagstrom earned his Bachelor’s and Master’s of Arts degrees from Villanova University and is a member of the CFA Institute and the CFA Society of Philadelphia.
Postes actifs de Robert George Hagstrom
| Sociétés | Poste | Début |
|---|---|---|
EquityCompass Investment Management LLC
EquityCompass Investment Management LLC Investment ManagersFinance EquityCompass provides investment solutions that seek to address the needs of clients in accumulating, preserving, and decumulating wealth. Their portfolio strategies are focused, diversified, and generally hold equal-weighted positions and are based on an investment approach that seeks to establish a consistent and repeatable methodology in meeting the strategy objectives. | Directeur en chef des Investissements | 01/01/2019 |
Anciens postes connus de Robert George Hagstrom
| Sociétés | Poste | Fin |
|---|---|---|
Legg Mason Focus Capital, Inc.
Legg Mason Focus Capital, Inc. Investment ManagersFinance LMFC believes, like Ben Graham, that 'investing is most intelligent when it's business-like.' As such, the firm thinks of stocks as businesses and manages their portfolios for long-term gains. They also believe that the market reflects all available public information, and that active management adds value to an index over time by distinguishing information that is reflected accurately from that which is distorted. The firm's objective is to outperform their client's stated benchmark, and believe that this objective is most consistently achieved through long-term ownership of fractional interests in companies where those interests were purchased at large discounts to the assessment of intrinsic business value. They are primarily equity investors and feature three products: Focus Equity, Equity Income and Total Return | President | 01/01/2006 |
Formation de Robert George Hagstrom
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| Entreprise privées | 3 |
|---|---|
Legg Mason Focus Capital, Inc.
Legg Mason Focus Capital, Inc. Investment ManagersFinance LMFC believes, like Ben Graham, that 'investing is most intelligent when it's business-like.' As such, the firm thinks of stocks as businesses and manages their portfolios for long-term gains. They also believe that the market reflects all available public information, and that active management adds value to an index over time by distinguishing information that is reflected accurately from that which is distorted. The firm's objective is to outperform their client's stated benchmark, and believe that this objective is most consistently achieved through long-term ownership of fractional interests in companies where those interests were purchased at large discounts to the assessment of intrinsic business value. They are primarily equity investors and feature three products: Focus Equity, Equity Income and Total Return | Finance |
EquityCompass Investment Management LLC
EquityCompass Investment Management LLC Investment ManagersFinance EquityCompass provides investment solutions that seek to address the needs of clients in accumulating, preserving, and decumulating wealth. Their portfolio strategies are focused, diversified, and generally hold equal-weighted positions and are based on an investment approach that seeks to establish a consistent and repeatable methodology in meeting the strategy objectives. | Finance |
Villanova University
Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















