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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

Large Cap Growth Strategy 4Q25 Update
Portfolio Manager Margaret Vitrano recaps Strategy performance and positioning since Liberation Day, highlighting active moves to improve relative results.
Gen AI Buildouts Spur Tech Infrastructure Boom
Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.
Harnessing Market Energy: Active Value in an Inelastic Era
Value 3Q25: We combine potential value energy with selective kinetic momentum to build a differentiated portfolio.
A Tighter Risk Framework Lowering Volatility
Large Cap Value 3Q25: We have made concerted efforts this year to neutralize momentum exposure, reduce outsize bets in higher-volatility stocks and implement tighter underwriting across the portfolio, with positive results so far.
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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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