Investor Type
×

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.
Institutional Investor Advisor Individual Investor

Podcast

Media Trends: Is Content Still King?

June 17, 2019

Portfolio Manager Dmitry Khaykin outlines his value approach to media stocks and explains how Disney, Comcast, Fox, Netflix and other major players are vying for market share in a mercurial content and distribution landscape.

Dmitry Khaykin

Portfolio Manager
23 Years experience
16 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
14 Years experience
5 Years at ClearBridge

Related Perspectives

  • Large Cap Value Strategy
    3Q19 Commentary: Contributions from industrials, materials and cable companies stood out as the market made a defensive shift.
  • Large Cap Value Strategy
    2Q19 Commentary: Holdings in the IT and communications services sectors drove strong returns during the second quarter.
  • Large Cap Value Strategy Update
    1Q19 Update: PM Dmitry Khaykin highlights strong performers among media and consumer staples companies during a volatile quarter.
  • Large Cap Value Strategy
    1Q19 Commentary: The portfolio benefited from broad-based contributions, among which consumer staples and media names stood out.
  • Understanding Today's Oil Markets
    Analyst Dimitry Dayen explains recent oil price volatility, the changing nature of the supply side and what is separating successful energy stocks.
  • 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.