×
×
×
×
×

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

Select Strategy 1Q23 Update

April 7, 2023

 

Portfolio Manager Aram Green explains how strength among smaller cap disruptors drove performance in a mega cap-led growth market, how positioning changes over the last year have improved results and the key investment themes he's targeting in the Strategy.

Related Perspectives

Balance Continues to Deliver Results
Select Strategy 3Q25: Diversified contributions across defensive consumer staples, disruptors in communication services and IT as well as more cyclical industrials holdings drove Strategy outperformance.
AI Contributions in All Shapes and Sizes
Select Strategy 2Q25: Wide ranging health care exposure plus AI-indexed companies across IT and industrials enabled the Strategy to thrive despite a return to mega cap growth leadership.
Caught Up in Growth Retreat
Select Strategy 1Q25: A rapid rotation out of AI-indexed and related growth equities, felt most acutely by the Strategy’s larger cap and disruptor holdings, led to underperformance.
Disruptors Thrive as Conditions Set to Improve
Select Strategy 4Q24: The Strategy outperformed in a momentum-driven market as our SMID growth holdings exhibited continued strength.
AssetTV Global Equity Outlook for 2025
Portfolio Managers Margaret Vitrano, Michael Testorf and Aram Green discuss opportunities and risks for growth stocks in the year ahead.
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.

  • Performance source: Internal. Benchmark source: Standard & Poor's.

  • 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