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.
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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DEO, FFIV, CELG, LOW, ABT, CNX, AAPL, NBR, JNJ, ADBE, MDT, BLK, EBAY, EMC, QCOM, MON, NKE, PM, RHHVF, RAX, AMZN, OG, PWR, PEP, LUV, MSFT, CSCO, MYGN, SLB, CTSH, ADSK, MMM, SCHW, RHT, GRPN, LCCTF, MRVL, ALV, JIVE, ATHN, APKT, SINA, PRDSF, CTRP, YNGFD, YOKO