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Institutional Investor Advisor Individual Investor

Institutional Perspectives

Actively Targeting Value in International Markets

August 2017

Portfolio Managers Sean Bogda, CFA and Paul Ehrlichman join Investment Strategist Jeffrey Schulze, CFA to discuss their latest positioning and outlook for value stocks. The PMs explain how the recovery of European banks serves as a catalyst for better stock performance on the Continent, detail where they are participating in improving emerging market demand and highlight the benefits of an active approach as international equity market leadership begins to shift.

Sean Bogda, CFA

Portfolio Manager
24 Years experience
9 Years at ClearBridge

Paul Ehrlichman

Head of Global Value, Portfolio Manager
34 Years experience
9 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
12 Years experience
3 Years at ClearBridge

Related Perspectives

  • Past performance is no guarantee of future results.
    The opinions and views expressed herein are of the Portfolio Managers listed as of the date shown, and may differ from other 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. 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.