Investor Type
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
Institutional Investor Advisor Individual Investor

Video

Brian Lund on AssetTV Small Cap Masterclass

October 17, 2019

Portfolio Manager Brian Lund joins AssetTV's Small Cap Masterclass where he discusses how current expectations are shaping opportunity in the small cap space, the current growth and value spread in the market and whether the recent Business Roundtable statement means companies are rethinking the meaning of shareholder value.

Brian Lund, CFA

Portfolio Manager
19 Years experience
15 Years at ClearBridge

Related Perspectives

  • Small Cap Strategy
    3Q19 Commentary: As the steel trade after the 2016 election shows, the apparent certainty of pundit predictions can be perilous.
  • ESG Approaches in Small Cap
    PM Brian Lund discusses recent market volatility and how the team integrates ESG considerations into fundamental research.
  • Small Cap Strategy
    2Q19 Commentary: Too often investors start to believe repeated forecasts, yet following the crowd is usually not a profitable strategy over time.
  • Small Cap Strategy
    1Q19 Commentary: Small caps performed strongly in the first quarter, while going forward we remain cognizant of signs of instability.
  • PM Perspectives: Gauging Varying Perceptions Among Small Caps
    PM Brian Lund discusses the Small Cap Strategy's valuation process & today's market.
  • 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.