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Aggressive Growth Strategy Update

September 2017

3Q17 Update: Portfolio Manager Evan Bauman discusses trends in the market and economy, recent drivers of portfolio performance and the outlook for merger and acquisition activity.

Evan Bauman

Portfolio Manager
21 Years experience
21 Years at ClearBridge

Related Perspectives

  • Aggressive Growth Strategy
    October 2017 Commentary: Risk/reward remains favorable for portfolio companies across technology, media and energy.
  • Aggressive Growth Strategy
    3Q17 Commentary: Energy and health care showed resilience, which we view as an encouraging sign.
  • Aggressive Growth Strategy
    August 2017 Commentary: Health care continued to rebound on attractive valuations and growth potential.
  • Aggressive Growth Strategy
    July 2017 Commentary: A major media acquisition supports our thesis about increasing M&A among content programmers.
  • Aggressive Growth Strategy
    2Q17 Commentary: Undervalued growth assets such as health care are becoming recognized by the market.
  • 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.