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Large Cap Value Strategy Update

March 2019

Portfolio Manager Dmitry Khaykin discusses the drivers of recent market volatility and the Fed's about-face in the first quarter and highlights the positive performance of media and consumer staples names in the portfolio, as well as challenges in health care services.

Dmitry Khaykin

Portfolio Manager
23 Years experience
16 Years at ClearBridge

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  • Past performance is no guarantee of future results. The opinions and views expressed herein are of the commentator 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.