- 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 through a rotation out of growth stocks as our preference for sturdy fundamentals and value-creating management teams provided ballast amid rising speculation in lower-quality names.
- We established nine new positions during the quarter across five sectors, increasing our exposure to innovative growth companies and those geared for a reopening of the economy.
- Recent results reflect the work done over the last several quarters to maintain diversified exposure to small and mid-cap growth companies while paying close attention to risk.
For further details see:
ClearBridge SMID Cap Growth Strategy Portfolio Manager Commentary Q1 2021