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Video

Small Cap Strategy Update

December 2018

Portfolio Manager Brian Lund, CFA discusses opportunities in small cap created by recent volatility and the contribution of defensive holdings in the fourth quarter.

Brian Lund, CFA

Portfolio Manager
18 Years experience
14 Years at ClearBridge

Related Perspectives

  • PM Perspectives: Gauging Varying Perceptions Among Small Caps
    PM Brian Lund discusses the Small Cap Strategy's valuation process & today's market.
  • Small Cap Strategy
    4Q18 Commentary: Small cap U.S. equities look more attractive than they have in several years, especially relative to private capital and large cap U.S. stocks.
  • Small Cap Strategy
    3Q18 Commentary: A quarter of strong outperformance shows the value of a longer-term perspective.
  • Small Cap Strategy
    2Q18 Commentary: Small caps performed well, though they were led by stocks with the highest expectations, lowest quality and strongest momentum.
  • Small Cap Strategy
    1Q18 Commentary: The recent volatility provides a welcome respite from this momentum 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.