Robert Hagstrom - Legg Mason Growth Trust Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert Hagstrom’s - Legg Mason Growth Trust - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 46 stocks with a total portfolio worth of USD 167,104,000.
Strategy:
The Fund manager analyzes the fundamental quantitative and qualitative aspects of a company — long-term growth characteristics, sustainable competitive advantages, strong management - compared to its stock price. The investment strategy is based on the principle that the return from owning a stock is ultimately determined by the fundamentals of the underlying business and focus should therefore be on the company's long-term economic progress, disregarding short-term nuances
Robert Hagstrom’s fund positions as of Q4/2011 with actual share movements:
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I saw you on Bloomberg this morning saying if you are an investor that it is a great time to buy stocks, because the market is down. But if you are fully invested, your portfolio is down and you don't have any free money to invest. What am I missing? You can email me at jackcrawford (att) aol.com
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Robert Hagstrom - Legg Mason Growth Trust Q4-2011 Fund Portfolio 1 comment
Robert Hagstrom - Legg Mason Growth Trust Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert Hagstrom’s - Legg Mason Growth Trust - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 46 stocks with a total portfolio worth of USD 167,104,000.
Strategy:
The Fund manager analyzes the fundamental quantitative and qualitative aspects of a company — long-term growth characteristics, sustainable competitive advantages, strong management - compared to its stock price. The investment strategy is based on the principle that the return from owning a stock is ultimately determined by the fundamentals of the underlying business and focus should therefore be on the company's long-term economic progress, disregarding short-term nuances
Robert Hagstrom’s fund positions as of Q4/2011 with actual share movements:
Robert Hagstrom - Legg Mason Growth Trust Q4-2011 Fund Portfolio....
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