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Video

Select Strategy Update

June 29, 2020

Portfolio Manager Aram Green highlights the innovative and disruptive companies that led robust market and portfolio performance during the second quarter and discusses the signals he's watching to assess opportunities as the economy reopens.  

Aram Green

Portfolio Manager
19 Years experience
14 Years at ClearBridge

Related Perspectives

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    PM Aram Green explains his investment philosophy, the types of opportunities he targets and the importance of risk management in the current environment.
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    2Q20 Commentary: We rebalanced the portfolio by trimming big winners in the disruptors group and adding to evolving opportunities and value names.
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    2Q20 Commentary: A coterie of companies benefiting from the transition to work-from-home policies were stellar performers.
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    1Q20 Commentary: Record volatility enabled us to target temporarily mispriced software and newly public companies.
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  • Past performance is no guarantee of future results.

  • 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.