Investor Type
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
Institutional Investor Advisor Individual Investor

Michael Kagan

Managing Director, Portfolio Manager
32 Years experience
23 Years at ClearBridge

"We want to capture as much of the upside as possible in good markets, but are always focused on managing risk to limit downside exposure in bad markets."

Michael co-manages the Appreciation strategy. He joined a predecessor organization in 1994 and has 32 years of investment industry experience. Michael is a member of the ClearBridge Management, Proxy and Brokerage Committees.

Michael previously was employed as an equity analyst for Zweig Advisors and was portfolio manager of the Fidelity Select Construction and Housing Fund at Fidelity Investments.

He received his BA in Economics from Harvard College and attended the Massachusetts Institute of Technology Sloan School of Management.

Experience

  • 32 years of investment industry experience
  • Joined a predecessor organization in 1994
  • Member of the ClearBridge Management, Proxy and Brokerage Committees
  • Zweig Advisors - Research Analyst
  • Fidelity Investments - Portfolio Manager of the Fidelity Select Construction and Housing Fund
  • BA in Economics from Harvard College
  • Attended Massachusetts Institute of Technology Sloan School of Management

Perspectives

  • Taking an Active Approach to Managing Volatility
    PM Michael Kagan joins Investment Strategist Jeffrey Schulze to discuss active low volatility strategies in the current market environment.
  • Appreciation Strategy
    1Q17 Commentary: The market’s future path seems dependent upon the success of policy initiatives to bolster economic growth.
  • Appreciation Strategy Update
    1Q17 Update: PM Michael Kagan talks about the stock market drivers in the first quarter and reviews portfolio performance and activity.
  • Appreciation ESG Strategy
    4Q16 Commentary: We expect the positive momentum on climate change will continue, despite potential political resistance.
  • Appreciation Strategy
    4Q16 Commentary: A post-election rotation from bonds to stocks drove gains in an increasingly expensive market.