Robert G. Hagstrom, CFA, senior portfolio manager at EquityCompass and author of the New York Times bestseller The Warren Buffett Way, discusses his writing process, the challenges of managing high active share portfolios, hiring and firing portfolio managers, and how to live up to Charlie Munger’s maxim: “Go to bed smarter than when you woke up.”
The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.