- 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 catalyst of Vaccine Monday, valuation extremes between growth and value stocks and a rotation in market leadership into traditional value sectors are all indicative that we are transitioning into a new market cycle.
- The global energy transition will require substantial amounts of natural gas, a reality that remains mispriced in the market.
- We are refining our portfolio positioning and composition to reflect more historical levels after using our valuation discipline to take advantage of record high volatility during parts of the last year.
For further details see:
ClearBridge All Cap Value Strategy Portfolio Manager Commentary Q3 2021