- 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 outperformed in a second-quarter rotation into growth stocks, fueled by a comeback in the higher growth disruptors we have owned for a number of years.
- We took advantage of attractive entry points and a robust new issue market to increase our exposure to disruptors, participating in several IPOs and a private placement in companies using technology to increase efficiency across industries.
- Over the last year, the market has overlooked what we view as compelling opportunities among steady compounders, an area where we are looking to add more exposure.
For further details see:
ClearBridge Select Strategy Portfolio Manager Commentary Q2 2021