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Video

Select Strategy Update 4Q20

January 2021

Portfolio Manager Aram Green highlights the strong performance of the disruptors bucket of companies in the Strategy, improvement among evolving opportunity names and active repositioning across asset classes and investment strategies that leaves the portfolio well balanced for the year ahead. 

Aram Green

Portfolio Manager
20 Years experience
15 Years at ClearBridge

Related Perspectives

  • Embracing Balance Through a Market Rotation
    Select Strategy 1Q21: We used recent volatility to establish new positions in attractively valued disruptors and stocks indexed to reopening.
  • Blurring of Public/Private Markets Uncovers Opportunity
    Select 4Q20: Active repositioning has created a more balanced portfolio with a wide array of exposures that will be important as market breadth improves.
  • Gaining Upside from All Corners
    Select 3Q20: In a narrow market, the Strategy outperformed with diversified contributions across sectors and cap ranges.
  • AssetTV Profiles Select Strategy
    PM Aram Green explains his investment philosophy, the types of opportunities he targets and the importance of risk management in the current environment.
  • Select Strategy
    2Q20 Commentary: We rebalanced the portfolio by trimming big winners in the disruptors group and adding to evolving opportunities and value names.
  • 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.

  • Performance source: Internal. Benchmark source: Russell Investments. Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the Russell Indexes and/or Russell ratings or underlying data and no party may rely on any Russell Indexes and/or Russell ratings and/or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell does not promote, sponsor or endorse the content of this communication.