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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
26 Years experience
12 Years at ClearBridge

Sam Peters, CFA

Portfolio Manager
26 Years experience
14 Years at ClearBridge

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