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Re: bar1080 post# 1236

Wednesday, 04/30/2025 3:52:22 PM

Wednesday, April 30, 2025 3:52:22 PM

Post# of 1309
bar: Even though I cannot make the meeting, I will be at a small event this evening with Robert Hagstrom, who wrote one of 2 authorized biographies of Warren Buffet, The Warren Buffet Way. He is in for other appearances in connection with the meeting, and our Financial Advisors are very close with him, so he does a small event for them at our Country Club on Wednesday evening every year prior to the meeting. I met hm there last year. There is a Q&A, so if you have a question, I would be happy to raise it. Mr. Hagstrom is with Equity Compass, and started and runs the Global Leaders portfolio strategy, in which we are invested.

Robert G. Hagstrom's Biography
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.

Source: EquityCompass Investment Management, LLC on 11/18/2024

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