Mr. Hagstrom is Chief Investment Officer of EquityCompass Investment Management, LLC and Senior Portfolio Manager of the Global Leaders Portfolio. He joined EquityCompass in April 2014 and launched the Global Leaders Portfolio in July 2014. Robert was appointed Chief Investment Officer in March 2019.

Robert has more than 40 years of investment experience. Prior to joining EquityCompass, for 14 years he was the Senior Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management led by Bill Miller who was the portfolio manager of the Legg Mason Value Trust. Robert received “Honorable Mention” recognition in Morningstar’s Domestic-Stock Fund Manager of the Year in 2007 while with Legg Mason.*

Robert is the author of seven investment books including The New York Times Best Seller, The Warren Buffett Way, widely considered the definitive book on investment approach and strategies of Warren Buffett. The book, now a Wiley Investment Classics, has sold over one million copies worldwide and is translated into 18 foreign languages.§ In addition, Robert wrote The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy, the first book to examine concentrated, low-turnover portfolio management. Robert also wrote Investing: The Last Liberal Art, a multi-discipline examination of investing and decision making.

Robert earned his Bachelor’s and Master’s of Arts degrees from Villanova University. He is a Chartered Financial Analyst, a member of the CFA Institute, and the CFA Society of Philadelphia.

*Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term performance and of aligning their interests with shareholders’. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth evaluation by its fund analysts. For more information about Morningstar Awards, visit https://go.morningstar.com/Morningstar-Awards.

§ Source: www.wiley.com