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Institutional Investor Advisor Individual Investor

Tim Daubenspeck

Director, Portfolio Manager
18 Years experience
9 Years at ClearBridge

"Our bottom-up and fundamental research-driven approach is designed to patiently take advantage of the inherent inefficiency and liquidity constraints of the small cap market, especially during periodic valuation disconnects."

Tim co-manages the Small Cap Value and U.S. Convertible Strategies. He was previously a Senior Research Analyst in Information Technology and Communications. Tim joined ClearBridge in 2008 and has 18 years of investment experience. Additionally, he serves as Chair of the ClearBridge Proxy Committee.

Prior to joining ClearBridge, Tim was a Senior Analyst covering Network Equipment for Pacific Crest Securities. He was previously Head of European Telecom Research for SG Cowen Securities, where he also covered Wireless Technology, and a Technical Consultant for IBM Global Services.

Tim holds an MBA in Finance from Columbia Business School and a BA in History from Franklin and Marshall College.

Experience

  • 18 years of investment industry experience
  • Joined ClearBridge Investments in 2008
  • Chairman of the ClearBridge Proxy Committee
  • Pacific Crest Securities - Vice President and Senior Analyst for Network Equipment Research
  • Societe Generale SG Cowen Securities, London, - Vice President and Sector Head for European Telecom Equipment Research
  • SG Cowen - Junior Analyst for Wireless Technology
  • Prudential Securities - Associate Analyst
  • IBM Global Services - Technical Consultant
  • MBA in Finance from Columbia Business School
  • BA in History from Franklin and Marshall College

Perspectives

  • U.S. Convertible Securities Strategy
    1Q17 Commentary: The convertible new-issue market was active as issuers took advantage of attractive terms and strong demand to raise capital.
  • Small Cap Value Strategy
    1Q17 Commentary: Market action offered opportunities to take profits and reposition the portfolio.
  • Small Cap Value Strategy
    4Q16 Commentary: The pro-business agenda of the President-elect sparked a rally in small value stocks.
  • U.S. Convertible Securities Strategy
    4Q16 Commentary: Higher interest rates could generate a rotation out of longer-dated bonds and into shorter-dated securities, such as convertibles.
  • Small Cap Value Strategy
    3Q16 Commentary: The success of company-specific turnaround plans drove results during the quarter.