General Investing >> Money Manager Interviews >> June 15, 2009

Large Cap Growth Investing – David M. Carlson – Compass Capital Management, Inc.

David M. Carlson has been in the investment field for over 30 years and is one of the Founders of Compass Capital Management, Inc., in Minneapolis. He is also one of the six Portfolio Managers responsible for investing over $560 million in assets - as of Feb. 7, 2012 - for individual and institutional clients. He finds the best aspects of his role are helping clients identify and achieve their long-term financial goals, and working with the other five portfolio managers and five administrative support staff at Compass. Mr. Carlson graduated from Luther College, Decorah, Iowa, and holds master's and Ph.D. degrees from the University of Michigan, Ann Arbor. Profile
TWST: Would you start with an overview of Compass Capital Management and your

investment philosophy there?

Mr. Carlson: We are in our 21st year, having started in August 1988. Charlie