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Institutional Investor Advisor Individual Investor

Institutional Perspectives

Taking an Active Approach to Managing Volatility

April 2017

Portfolio Manager Michael Kagan joins Investment Strategist Jeffrey Schulze, CFA to discuss low volatility strategies and active management in the context of the current market environment. Kagan describes his view on the market cycle, what will be needed to generate stronger equity returns going forward, and how an active, low volatility approach seeks to generate consistent results while preserving capital and limiting downside risks. 

Michael Kagan

Portfolio Manager
32 Years experience
23 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
12 Years experience
3 Years at ClearBridge

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  • Past performance is no guarantee of future results.
    The opinions and views expressed herein are of the individuals listed as of the date shown, and may differ from other employees, 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. 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 nor its information providers are responsible for any damages or losses arising from any use of this information.