- 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.
- Recent positioning moves have better targeted our focus on enterprise software and Internet companies with the most compelling risk/reward profiles and expanded our exposure to the secular growth trend of electrification.
- We want to maintain mega cap growth exposure to participate in the burgeoning cloud and digital services markets but are sizing our positions in relation to valuations and growth rates.
- As economic growth slows and earnings start to normalize, we are gravitating to companies with competitively advantaged businesses in growing end markets and those where we see a multiyear improvement story.
For further details see:
ClearBridge Large Cap Growth Strategy Portfolio Manager Commentary Q3 2021