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Institutional Investor Advisor Individual Investor

Podcast

Value Investing at the Crossroads

July 16, 2018

All Cap Value Strategy Portfolio Managers Albert Grosman and Sam Peters, CFA, discuss how they're positioned as value managers in the current momentum market and what will happen when the growth cycle ends. They also highlight the importance of buying away from the index and how bottom-up stock selection can create a defensive approach to cope with a potential trade war.

Albert Grosman

Portfolio Manager
25 Years experience
11 Years at ClearBridge

Sam Peters, CFA

Portfolio Manager
25 Years experience
13 Years at ClearBridge

Related Perspectives

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  • Value Equity Strategy
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  • Small Cap Strategy
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  • Value Equity Strategy
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  • Small Cap Strategy
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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.