OGN - ClearBridge Large Cap Value Strategy Portfolio Manager Commentary Q2 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.
- Strong markets and broader leadership were tailwinds for the Strategy, which outperformed in the second quarter.
- Inflation concerns remain central but were less acute as manufacturing PMI growth steadied and yields and some commodity prices moderated after rising quickly in the first quarter.
- Our companies’ ability to adjust to higher inflation would be a relative strength, in our view.
For further details see:
ClearBridge Large Cap Value Strategy Portfolio Manager Commentary Q2 2021