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Video

Large Cap Value Strategy Update

September 2017

3Q17 Update: Portfolio Manager Dmitry Khaykin discusses the global economy’s synchronized growth, the euro’s relative strength and the Strategy’s quality-first investment discipline.

Dmitry Khaykin

Portfolio Manager
22 Years experience
15 Years at ClearBridge

Related Perspectives

  • Large Cap Value Strategy
    2Q18 Commentary: M&A activity took on an increasingly prominent role, while financials and health care stocks drove portfolio returns.
  • Large Cap Value Strategy Update
    2Q18 Update: PM Dmitry Khaykin discusses the supportive environment for equities and questions the sustainability of the current narrowly led market.
  • Large Cap Value Strategy
    4Q17 Commentary: Optimism kept equity market returns positive, with stock valuations fairly full.
  • Large Cap Value Strategy
    3Q17 Commentary: Global economy seems broadly in sync, while euro gains strength.
  • Large Cap Value Strategy
    2Q17 Commentary: Moderate U.S. growth, an improving European economy, and low rates support a healthy environment for equities.
  • 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.