TWTR - ClearBridge Aggressive Growth Strategy Portfolio Manager Commentary Q1 2021

• ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers.
• The Strategy continued to rebound in what we view as a more supportive environment for higher quality, attractively priced growth stocks.
• Technology and media supported performance as investors rotated out of the momentum leaders that thrived during the pandemic into cyclical companies poised to benefit from a reopening of the economy.
• We took advantage of recent volatility to take profits in several of our best performers and reallocate into new and other existing holdings, an approach we expect to continue opportunistically going forward.

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