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How Collaborative Research Drives Active Alpha

September 30, 2025

ClearBridge's Co-Directors of Research discuss ClearBridge's collaborative global research platform and their active research philosophy, focusing on the value of collaborative fundamental research in navigating global market dynamics and technological disruptions. They also examine parallels between current AI-driven disruption and previous technological cycles like the PC and Internet revolutions, emphasizing active management’s role in identifying long-term winners beyond index funds, and highlight the importance of focusing on the right metrics amid data proliferation.

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  • Past performance is no guarantee of future results. Copyright © 2025 ClearBridge Investments. 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.

  • Performance source: Internal. Benchmark source: Standard & Poor's.

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