Robert George Hagstrom

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

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.

Functions as a College/University