- 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.
- While mean reversion led to a September rally for value stocks across U.S. equity markets broadly, growth outperformance persisted among small caps.
- We made six additions during the quarter, largely financed through trimming successful existing holdings, with our purchases centered in health care and technology.
- The Strategy, which customarily lags in strong up markets and defends well in sharply lower markets due to our quality bias, outperformed the benchmark meaningfully in a quarter of above-average returns.
For further details see:
ClearBridge Small Cap Growth Strategy Portfolio Manager Commentary Q3 2020