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Value Equity Strategy Overview

June 2016

Portfolio Managers Sam Peters, CFA and Jean Yu, CFA, PhD, outline the investment philosophy, investment process and key attributes of the Value Equity Strategy.

Sam Peters, CFA

Portfolio Manager
25 Years experience
13 Years at ClearBridge

Jean Yu, CFA, PhD

Portfolio Manager
16 Years experience
16 Years at ClearBridge

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  • Past performance is no guarantee of future results.
    The opinions and views expressed herein are of the Portfolio Managers listed 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.