ClearBridge Investments

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Overview

ClearBridge Investments (ClearBridge) focuses exclusively on managing US equity portfolios across all market capitalisations, utilising a variety of investing styles. The firm is a wholly owned affiliate of Legg Mason, but operates independently from its headquarters in New York and offices in Baltimore, San Francisco, and Wilmington.

ClearBridge's mission is to deliver consistently superior investment performance. It pursues this goal through a combination of research-driven, fundamental investing coupled with the insights of its veteran portfolio managers, some of whom have been managing the same portfolios for decades. While the firm's portfolio managers work within a disciplined investment framework, they are encouraged to follow their own distinct management styles.

 

Philosophy

Proprietary research lies at the heart of ClearBridge's investment process. Its experienced portfolio managers each have their own distinct investment processes and priorities when managing their portfolios, but they all share a fundamental approach to security selection and valuation analysis.

Fundamental research is carried out by ClearBridge's sector-specific research team and serves as a crucial shared resource, helping managers to find potential new investments and to conduct constant surveillance of their current portfolio holdings. In general, their work focuses on analysing a company's balance sheet, income statement and cash flows, and uses fundamental inputs to model future results. These inputs are based on discussion with, and analysis of, customers, suppliers, distributors and competitors in the industry.

Many of ClearBridge's portfolio managers have strong backgrounds in fundamental analysis themselves, and will typically conduct their own research and analysis, including regular interaction with senior corporate management teams, in addition to that produced by the firm’s researchers.

Funds Managed by ClearBridge Investments


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ClearBridge Investments (ClearBridge) is affiliated with Legg Mason Investments through common control and ownership by Legg Mason, Inc. Legg Mason Investments provides its clients with access to ClearBridge primarily through its UK, Dublin and Luxembourg domiciled funds, in which ClearBridge serves as investment manager.