Proprietary fundamental research and analysis is the cornerstone of our disciplined investment approach, supporting Portfolio Management by leveraging our intellectual capital across the platform.

A specialized team serving as a crucial, shared resource

“The ongoing PM — analyst dialogue leads us to smarter choices.”

Margaret Vitrano

Director, Senior Research Analyst for Information Technology & Communications

Profile

Manufacturing Our Own Information Advantage

At ClearBridge, we maintain a flexible approach to analysis, with a common focus on real economic returns and cash flow. Both Portfolio Managers and analysts are responsible for research. Because many of our Portfolio Managers have a background in fundamental analysis, they will typically conduct their own research in addition to what our analysts produce, including regular interaction with corporate management teams.

We believe that having a seasoned Portfolio Management team also leads to a more robust vetting process for our research that in turn, improves the overall quality of our information. Our firm's established presence, with strong relationships in the marketplace, can translate into significant corporate access and unique insights.