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Institutional Investor Advisor Individual Investor

Paul Ehrlichman

Managing Director, Head of Global Value, Portfolio Manager
37 Years experience
12 Years at ClearBridge

"Our investment approach is built upon a balance of discipline and a humble understanding of the limitations of human knowledge."

Paul is the Head of ClearBridge's Global Value Equity investment team and co-manages numerous global and international strategies. Paul has 37 years of investment industry experience.

Prior to launching predecessor firm Global Currents Investment Management in 2008, Paul spent 18 years at Brandywine Global Investment Management as Global Equity CIO and Managing Director. Before joining Brandywine Global, Paul was a portfolio manager with Provident Capital Management and a securities analyst at First Pennsylvania Bank.

Paul earned a BS degree in Finance and Quantitative Analysis from La Salle University. He is also involved with a number of community organizations including Fairville Friends School, The Brandywine Conservancy, Salesianum High School, St. Patrick's Parish of Kennett Square and The Delaware Nature Society.

Experience

  • 37 years of investment industry experience
  • Joined a predecessor firm in 2008
  • Brandywine Global - Global Equity Chief Investment Officer, Managing Director
  • Provident Capital Management - Portfolio Manager
  • First Pennsylvania Bank - Securities Analyst
  • BS in Finance and Quantitative Analysis from La Salle University

Perspectives

  • International Small Cap Strategy
    1Q20 Commentary: We remain geographically diversified but notably overweight emerging markets, where valuation spreads remain incredibly attractive.
  • International Value Strategy
    1Q20 Commentary: The market’s coming shift from recession to recovery has historically been a highly supportive environment for international value stocks.
  • International Small Cap Strategy
    4Q19 Commentary: The portfolio’s cyclical exposure drove robust performance for the quarter, with particular strength in industrials.
  • International Value Strategy
    4Q19 Commentary: Portfolio performance improved in the fourth quarter, led by financials and industrials stocks, primarily in Europe.
  • International Small Cap Strategy
    3Q19 Commentary: Significant exposure to emerging markets, China in particular, as well as cyclical stocks weighed on results.
  • International Value Strategy
    3Q19 Commentary: The large detachment of stock prices from underlying fundamentals is displaying signs of reconnecting, which should benefit the portfolio.