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Podcast

Seeking Value from a Position of Strength

June 8, 2020

In the latest ClearBridge podcast, Jeff Schulze is joined by Portfolio Managers Robert Feitler and Dmitry Khaykin to discuss their approach to value investing and their outlook for the value stocks they target in the portfolio. They also outline how technology is an enabler rather than a disrupter for some of their holdings and how including select mega cap technology companies in a value portfolio fits with a philosophy of owning great franchises at attractive valuations.

Robert Feitler

Portfolio Manager
26 Years experience
25 Years at ClearBridge

Dmitry Khaykin

Portfolio Manager
24 Years experience
17 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

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  • All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio 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. This information should not be used as the sole basis to make any investment decision. 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, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information. 

  • Past performance is no guarantee of future results.