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SMID Cap Growth Strategy Update

March 2017

1Q17 Update: Portfolio Manager Jeffrey Russell, CFA, discusses the importance of active management, gives an update on the portfolio, and highlights opportunities in the technology sector.

Jeffrey Russell, CFA

Portfolio Manager
36 Years experience
27 Years at ClearBridge

Related Perspectives

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    2Q17 Commentary: Technology remains our largest exposure and the greatest source of innovation in the market.
  • Mid Cap Growth Strategy
    2Q17 Commentary: Greater earnings visibility drove growth stock outperformance during the quarter.
  • Sustainability Leaders Strategy
    2Q17 Commentary: Fair treatment of workers is an increasingly important issue for companies with global supply chains.
  • Mid Cap Strategy
    2Q17 Commentary: Despite extended market valuations, we continue to find compelling opportunities among mid caps.
  • Small Cap Growth Strategy
    2Q17 Commentary: Solid earnings and increasing interest in the growth potential of smaller stocks drove results.
  • 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.