×
×
×
×
×

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.
  
data?.title

Brian Lund Talks Small Caps on AssetTV

October 25, 2023

 

Appearing on AssetTV’s Small Cap Masterclass, Portfolio Manager Brian Lund discusses how small caps are weathering rising costs of capital, why they offer diversification from concentrated indexes and where he is finding compelling opportunities in a beaten down market.

Related Perspectives

Finding Disciplined Gains Amid Speculation
Small Cap 3Q25: The dominance of speculative winners and the narrowness of leadership made it difficult for fundamental strategies to keep pace.
Low-Quality Earners Lead Small Cap Rally
Small Cap 2Q25:Small caps experienced whipsaw performance, as April’s decline was followed by a rally led by growth, momentum, high-beta and low-quality stocks.
Health Care a Remedy Amid Market Pressures
Small Cap 1Q25: The first quarter weighed particularly hard on small caps, generally thought to be more fragile than their large cap peers.
Small Caps Persevere Through Tempestuous Quarter
Small Cap 4Q24: The Strategy outperformed its benchmark as strong stock selection and an underweight to health care offset detractors in materials.
More
  • Past performance is no guarantee of future results. Copyright © 2023 ClearBridge Investments. 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.

  • Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2025. FTSE Russell is a trading name of certain of the LSE Group companies. “Russell®” is a trade mark of the relevant LSE Group companies and is/are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.

more