×
×
×
×
×

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.
  

Contrarian Growth Investing in an Evolving Market

January 14, 2019

Portfolio Manager Evan Bauman joins Investment Strategist Jeffrey Schulze to discuss the encouraging signs he is seeing in equity markets to start 2019, including catalysts in the health care, energy and media industries that could drive leadership change following recent volatility.

Related Perspectives

Crude Helped, Chips Hurt
Value 3Q26: We are maintaining measured exposure to AI leaders while emphasizing diversification among attractively valued, durable businesses in overlooked sectors.
Upgrading AI Exposures for Next Leg of Growth
Global Growth 3Q26: We view the AI-led momentum selloff as sentiment driven and remain constructive on the technology’s long-term potential while diversifying exposures, managing risk and positioning for broader enterprise adoption.
Disciplined Approach to AI Provides Resilience
Large Cap Growth 3Q26: The Strategy’s focus on quality and valuation proved beneficial in a volatile period for higher beta growth stocks.
Diversification More Important Than Ever
Dividend Strategy 3Q26: We are maintaining measured exposure to AI leaders while emphasizing diversification among attractively valued, durable businesses in overlooked sectors.
Stock Selection Shines Through Growth Reset
SMID Cap Growth 3Q26: A volatile quarter reset expectations across SMID growth, with investors increasingly rewarding quality, execution and free cash flow discipline.
MORE
  • Past performance is no guarantee of future results. The opinions and views expressed herein are of the commentator 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.

more