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Appreciation Strategy Update

March 2017

Portfolio Manager Michael Kagan shares his insights into what drove the equity market in the first quarter, what stocks and sectors helped or hurt performance for the Appreciation Strategy, and his outlook for the economy and market going forward.

Michael Kagan

Portfolio Manager
32 Years experience
23 Years at ClearBridge

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