We align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long-
term outcomes.
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ClearBridge Investments has been recognized by Pensions & Investments Magazine as a "Best Place to Work in Money Management" in all nine years of the survey.
These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees.
High Active Share
Actively managed strategies strive to generate distinct return streams that can complement market-based investment options. Active share measures the role of individual stock selection in delivering investment performance. These are focused strategies that emphasize growth and contrarian value and reflect the highest conviction ideas of our portfolio managers.
| Average Annual Results | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Name | Strategy AUM | YTD Returns | 1 Year | 3 Year | 5 Years | 7 Years | 10 Years | Fact Card | Commentary | Copy link to clipboard |
| All Cap Growth Strategy | $7.6B | |||||||||
| Gross of Fees | -10.28 | 8.92 | 16.69 | 7.96 | 12.25 | 13.00 | ||||
| Net of Fees | -10.46 | 8.12 | 15.83 | 7.16 | 11.42 | 12.16 | ||||
| Canadian Equity Strategy* | $4.5B | |||||||||
| Gross of Fees | 2.47 | 22.12 | 15.36 | 14.40 | 12.63 | 11.28 | ||||
| Net of Fees | 2.38 | 21.66 | 14.91 | 13.95 | 12.18 | 10.84 | ||||
| Canadian Small Cap Strategy* | $164.5M | |||||||||
| Gross of Fees | 6.97 | 34.42 | 21.98 | 15.88 | 13.12 | 8.44 | ||||
| Net of Fees | 6.82 | 33.30 | 20.89 | 14.82 | 12.08 | 7.43 | ||||
| Emerging Markets Strategy | $6.0B | |||||||||
| Gross of Fees | 0.18 | 33.43 | 13.00 | 1.38 | 6.72 | 9.13 | ||||
| Net of Fees | 0.03 | 32.76 | 12.42 | 0.84 | 6.12 | 8.51 | ||||
| Global Growth Strategy | $223.7M | |||||||||
| Gross of Fees | -6.44 | 12.94 | 14.03 | 8.12 | 12.40 | 13.20 | ||||
| Net of Fees | -6.61 | 12.16 | 13.24 | 7.37 | 11.61 | 12.39 | ||||
| Global Value Improvers Strategy | $26.6M | |||||||||
| Gross of Fees | -0.20 | 19.14 | 19.15 | - | - | - | ||||
| Net of Fees | -0.37 | 18.32 | 18.33 | - | - | - | ||||
| Growth Strategy | $11.0B | |||||||||
| Gross of Fees | -6.91 | 15.30 | 12.09 | 3.14 | 7.85 | 8.30 | ||||
| Net of Fees | -7.09 | 14.45 | 11.26 | 2.38 | 7.05 | 7.50 | ||||
| International Growth ACWI ex-US Strategy | $43.0M | |||||||||
| Gross of Fees | -7.01 | 13.07 | 10.23 | 5.11 | 8.88 | 10.25 | ||||
| Net of Fees | -7.19 | 12.24 | 9.41 | 4.33 | 8.06 | 9.41 | ||||
| International Growth ADR SMA Strategy | $7.7B | |||||||||
| Gross of Fees | -5.23 | 10.94 | 8.77 | 4.18 | 8.38 | 9.79 | ||||
| Net of Fees | -5.95 | 7.73 | 5.61 | 1.15 | 5.23 | 6.60 | ||||
| International Growth EAFE Strategy | $9.2B | |||||||||
| Gross of Fees | -4.50 | 13.13 | 10.20 | 4.95 | 8.71 | 10.09 | ||||
| Net of Fees | -4.68 | 12.30 | 9.38 | 4.17 | 7.89 | 9.25 | ||||
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| LRGE - ClearBridge Large Cap Growth Select ETF |
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| ClearBridge Variable Growth Portfolio | |||
| ClearBridge Variable Large Cap Growth Portfolio | |||
| ClearBridge Variable Mid Cap Portfolio | |||
| ClearBridge Variable Small Cap Growth Portfolio |
