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Institutional Investor Advisor Individual Investor


Small Cap Strategy Update

June 2017

2Q17 Update: Portfolio Manager Albert Grosman highlights performance drivers in the portfolio, current risks facing small cap companies, and the importance of tax reform to the asset class. 

Albert Grosman

Portfolio Manager
24 Years experience
10 Years at ClearBridge

Related Perspectives

  • Small Cap Strategy
    2Q17 Commentary: Market expectations for future value creation are higher now than they have been in decades.
  • Small Cap Strategy
    1Q17 Commentary: Economic conditions in the U.S. are benign, but stock selection is becoming increasingly challenging.
  • Small Cap Strategy
    4Q16 Commentary: The portfolio remains diverse, which is very important for us in reaching our goal of delivering a portfolio that can outperform in a variety of markets.
  • Small Cap Strategy
    3Q16 Commentary: The number of companies in the stock market has shrunk over the last two decades, which may have implications for small cap performance.
  • Small Cap Strategy Update
    3Q16 Update: Portfolio Manager Albert Grosman offers his view of the past quarter, reviews performance drivers for the portfolio and gives his outlook.
  • 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.