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Institutional Investor Advisor Individual Investor

Sam Peters, CFA

Managing Director, Portfolio Manager
24 Years experience
12 Years at ClearBridge

"As active managers, we must be arrogant enough to think we can beat the market by discovering price-value gaps, yet humble enough to acknowledge that we will be wrong at times, and still courageous enough to bet our convictions."

Sam co-manages the Value Equity Strategy and the All Cap Value Strategy. He has 24 years of investment industry experience.

Sam joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2005. Previously, Sam served as a Portfolio Manager and Health Care Sector Team Leader for Fidelity Management & Research. Sam joined Fidelity in 1999 as a bank analyst. He founded Samuel M. Peters Investment Advisors, an independent advisory firm. Sam was a financial consultant for Eppler, Guerin & Turner.

Sam serves on the Board of Trustees for the Gilman School in Baltimore, Maryland, is a board member of the Merchant Livestock Company and is a board member emeritus of the College of William & Mary's Endowment Committee. Sam also serves on the Board of Trustees of the Santa Fe Institute, a leading, multi-disciplinary research laboratory dedicated to developing and advancing solutions to complex problems in physical, biological and social systems.

Sam earned a BA in economics from the College of William & Mary and an MBA from the University of Chicago. He received the CFA designation in 1997.

Experience

  • 24 years of investment industry experience
  • Joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2005
  • Member of the CFA Institute
  • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader
  • Samuel M. Peters Investment Advisors - Founder
  • Eppler, Guerin & Turner - Financial Consultant
  • MBA from the University of Chicago
  • BA in Economics from the College of William & Mary

Perspectives

  • All Cap Value Strategy
    1Q17 Commentary: We think disruption from e-commerce and other industry changes are very real, and we have mostly avoided the carnage and value-trap risks in this sector.
  • Value Equity Strategy
    1Q17 Commentary: Just as all rivers are slaves to gravity, capital flows don’t like to fight gravity either.
  • Value Equity Strategy
    4Q16 Commentary: Financial markets again demonstrated that even fully developed frontal cortexes lead to myriad judgment errors.
  • All Cap Value Strategy
    4Q16 Commentary: As we move into 2017, we continue to find very attractive absolute and relative valuation opportunities, especially in financials and health care.
  • All Cap Value Strategy
    3Q16 Commentary: In markets and life there is no room for certainty, and the probabilistic nature of markets makes overconfidence such a prevalent danger in investing.