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Robert G. Hagstrom, CFA

Chief Investment Officer | Senior Portfolio Manager

(610) 567-1961

hagstromr@equitycompass.com

Mr. Hagstrom is Chief Investment Officer of EquityCompass 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 30 years of investment experience. Prior to joining EquityCompass, he was Chief Investment Strategist at Legg Mason Investment Counsel, and before that, the Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management for 14 years where he managed $7 billion in assets. Robert was the recipient of the “Honorable Mention” as Morningstar’s Domestic-Stock Fund Manager of the Year in 2007.*

Robert is the author of ten investment books including The New York Times Best Seller, "The Warren Buffett Way", widely considered to be the definitive book on the investment approach and strategies of Warren Buffett. The book has sold over one million copies worldwide and is translated into 17 foreign languages. In addition, Robert wrote, "Investing: The Last Liberal Art", a multidiscipline examination of investing and decision making. His latest book, published in 2021, is "Warren Buffett: Inside the Ultimate Money Mind".

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. Robert is also a member of the Global Interdependence Center.

*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 risk-adjusted performance and of aligning their interests with shareholders’. Managers’ funds must currently have a Morningstar Analyst Rating™ of Gold or Silver. A list of current Morningstar Medalists is available here to Morningstar.com Premium members. The Fund Manager of the Year award winners are chosen based on research and in-depth qualitative evaluation by Morningstar’s Manager Research Group. For more information about Morningstar Awards, visit https://go.morningstar.com/Morningstar-Awards.