- 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.
- A reflation trade begun in November continued, driving a further rotation to cyclical stocks and resulting in strong relative performance of value versus growth.
- The portfolio’s modest overweights to the financials and industrials sectors also had positive impacts on performance, while solar names took a temporary cooling.
- In a hot housing market, many companies held across ClearBridge portfolios are helping make the homes of the future — back deck included — more environmentally responsible spaces.
For further details see:
ClearBridge Sustainability Leaders Strategy Portfolio Manager Commentary Q1 2021