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We're Fans of Fundamentals, Not Fads

Our disciplined, long-term approach to investing is firmly anchored in foresight, knowledge and collaboration. This rigor not only delivers portfolios distinct from the market, it also helps us look past the prevailing narratives to identify enduring value.

Latest Perspectives

Emerging Markets Monthly Update
Emerging Markets February 2026: We don’t see emerging markets as specifically exposed to the Iran conflict and it may support the current positive asset allocation moves towards EM amid U.S. dollar uncertainty.
Large Cap Growth Monthly Update
Large Cap Growth February 2026: We continue to hold software companies we believe have fortified moats and the ability to leverage AI to accelerate their businesses and withstand competitive pressures.
Embracing the Semiconductor Super Cycle
Podcast: Analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven opportunities.
Large Cap Growth Strategy 1Q26 Update
PM Margaret Vitrano discusses recent performance in a momentum market and provides analysis on the state of AI development.
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Strategy in Focus

  • Past performance is no guarantee of future results. Copyright © 2023 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information.

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