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Video

Large Cap Value Strategy Update

January 13, 2020

Portfolio Manager Dmitry Khaykin discusses the backdrop for a strong fourth quarter for equities, what the health care rebound meant for the portfolio's exposure to managed care companies, and the long-term prospects for a low-turnover, buy-and-hold strategy in the current environment.

Dmitry Khaykin

Portfolio Manager
24 Years experience
17 Years at ClearBridge

Related Perspectives

  • All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio 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. This information should not be used as the sole basis to make any investment decision. 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, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information. 

  • Past performance is no guarantee of future results.