Are You Looking For?

×

About Us

Asset Management is Our Sole Focus
Terrence Murphy, CEO

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.

Here you can learn more about our company, our team and careers at ClearBridge.

×

News

Experience and Tenure Differentiate ClearBridge

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.

×

Perspectives

Anatomy of a Recession

Recessions historically coincide with market downturns. To gauge the likelihood of a recession, Investment Strategist Jeffrey Schulze has developed the ClearBridge Recession Risk Dashboard and Anatomy of a Recession presentation.

Read the latest article here: Read more. 

×

Strategies

"To avoid anchoring expectations, we rely on our rigorous valuation discipline to find attractive stocks when no one wants them."

Sam Peters, CFA, Portfolio Manager - ClearBridge Value Strategy
×

Follow Us

Q&A: Staying Active and Aware through Historic Volatility

Michael Clarfeld, CFA, Erica Furfaro

Being mindful of concentration and more recent trade policy-related risks enables ClearBridge to actively position portfolios to best navigate elevated uncertainty.

Read More
×

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.

Income Solutions

  

Promoting Income Growth Through Diversification

Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs). 

Dividend Strategy Update

Income Solutions Insights

  • Diversification Rewarded Amid AI and Geopolitical Shocks

    Dividend Strategy 1Q26: The Strategy held up in a volatile quarter, benefiting from a sizable underweight to IT during a sharp software selloff and an overweight to energy as geopolitical tensions drove oil prices higher.

  • Real Assets, Real Resilience

    Global Infrastructure Income 1Q26: Supply disruptions across key energy and commodity markets in the Middle East highlight the resilience of infrastructure assets.

    • Perspectives

    Investing through Disruption Across Infrastructure and Improving Companies
    Portfolio Managers Shane Hurst and Grace Su discuss how global infrastructure companies and those undergoing fundamental improvement can help investors navigate an increasingly disruptive environment.
    Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack
    Mike Clarfeld outlines why focusing on dividends, diversification and high-quality, hard asset/low obsolescence (HALO) companies can uncover value in the current environment.
    Dividend Strategy 1Q26 Update
    Portfolio Manager Mike Clarfeld breaks down portfolio performance in the first quarter, highlighting how diversification drove relative outperformance, outlining key positioning moves and sharing his outlook for dividend stocks in a volatile market.
    Inflation and Higher Rates: What They Mean for Infrastructure
    Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
    The Rotation to Resilience
    Market leadership is broadening beyond mega-cap AI winners toward “durability” characteristics such as predictable earnings, strong free cash flow and tangible asset backing — making hard-asset, low-obsolescence (HALO) stocks particularly attractive.
    MORE

    Institutional Separate Accounts

    (As of March 31, 2026)
    Average Annual Results
    Name Strategy AUM YTD Returns 1 Year 3 Year 5 Years 7 Years 10 Years Fact CardCommentaryCopy link to clipboard
    Canadian Dividend Strategy*$327.4M
    Gross of Fees 5.38 24.82 15.27 13.91 11.54 10.79
    Net of Fees 5.29 24.34 14.82 13.42 10.97 10.16
    Dividend Strategy$33.3B
    Gross of Fees 0.00 11.85 14.88 11.55 12.58 12.68
    Net of Fees -0.15 11.19 14.21 10.88 11.89 11.98
    Dividend Strategy ESG$727.4M
    Gross of Fees -0.10 10.77 14.17 10.29 11.86 11.81
    Net of Fees -0.83 7.56 10.87 7.10 8.62 8.57
    Global Infrastructure Income Strategy$7.2B
    Gross of Fees 10.85 29.46 14.21 10.62 11.24 -
    Net of Fees 10.66 28.55 13.31 9.66 10.24 -
    Global Infrastructure Value Strategy$4.4B
    Gross of Fees 8.36 25.07 14.21 10.81 10.21 9.65
    Net of Fees 8.15 24.09 13.28 9.87 9.27 8.70
    Tactical Dividend Income Strategy$1.7B
    Gross of Fees 1.35 9.27 13.99 10.97 11.12 10.47
    Net of Fees 1.16 8.46 13.15 10.15 10.26 9.57

    Exchange Traded Funds

    Name Performance Fact CardCommentaryCopy link to clipboard
    YLDE - Franklin ClearBridge Enhanced Income ETF

    Mutual Funds

    Name Performance Fact CardCommentaryCopy link to clipboard
    ClearBridge Dividend Strategy Fund
    ClearBridge Global Infrastructure Income Fund
    ClearBridge Tactical Dividend Income Fund

    Separately Managed Accounts

    Name Performance Fact CardCommentaryCopy link to clipboard
    ClearBridge Dividend Strategy ESG Portfolios
    ClearBridge Dividend Strategy Portfolios
    ClearBridge Dynamic MDA Global Dividend Balanced Portfolios
    ClearBridge Dynamic MDA U.S. Dividend Balanced Portfolios
    ClearBridge Global Infrastructure Income Portfolios
    Franklin Templeton Balanced Income Portfolios

    Closed-End Funds

    Name Performance Fact CardCommentaryCopy link to clipboard
    EMO - ClearBridge Energy Midstream Opportunity Fund Inc.
    SCD - LMP Capital and Income Fund Inc.

    Variable Investments

    Name Performance Fact CardCommentaryCopy link to clipboard
    ClearBridge Variable Dividend Strategy Portfolio

    Objectives

    ClearBridge Investments

    ClearBridge Investments is a leading global equity manager with $197.2 billion in assets under management as of March 31, 2026. We are committed to delivering long-term results through active management as we have for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward.

    ClearBridge Investments consists of ClearBridge Investments, LLC (CBI) and its affiliated managers whose businesses have been operationally integrated with CBI’s, including ClearBridge Investments Limited and its subsidiary in Australia, a part of Franklin Templeton Australia Limited doing business as ClearBridge Investments in Australia, a part of Franklin Templeton Investments Corp. doing business as ClearBridge Investments in Canada and ClearBridge Investment Management Limited in the United Kingdom. The business of Franklin Real Asset Advisors has been aligned with ClearBridge Investments.

    Connect With Us

    ClearBridge Investments
    One Madison Avenue, New York, NY, 10010
    [email protected]

    Call 1 800 691 6960

    You are about to leave ClearBridge Investments’ website. Please read the following Important Information and confirm that you agree to the terms and conditions of this website.

    Disclaimer
    By continuing, you are leaving the current website and being redirected to Franklin Distributors, LLC (“FD, LLC”) website. FD, LLC is a FINRA registered broker-dealer and principal distributor for Franklin Templeton mutual funds and ETFs. ClearBridge Investments and FD, LLC are subsidiaries of Franklin Resources, Inc.

    Top
    Copyright © 2026
    ClearBridge Investments, LLC