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Webinar

PM Perspectives: Aggressive Growth and Multi Cap Growth 1Q Update

April 23, 2019

Portfolio Managers Evan Bauman and Richie Freeman join Portfolio Specialist Corey Hardie to discuss performance and positioning across the Aggressive Growth and Multi Cap Growth Strategies, specifically addressing the rationales for owning several health care and energy holdings and reviewing their long-term, contrarian approach as growth investors. 

Evan Bauman

Portfolio Manager
24 Years experience
24 Years at ClearBridge

Richard Freeman

Portfolio Manager
44 Years experience
37 Years at ClearBridge

Corey Hardie

Portfolio Specialist
9 Years experience
6 Years at ClearBridge

Related Perspectives

  • Aggressive Growth, Multi Cap Growth Volatility Update
    PM Evan Bauman discusses catalysts that could bring a change in market leadership and how elevated market volatility has created opportunities to reposition the portfolios.
  • Multi Cap Growth Strategy
    1Q20 Commentary: Health care stocks should be well-positioned in the current environment given the need for innovation, especially in prediction and prevention of diseases.
  • Aggressive Growth Strategy
    1Q20 Commentary: We used the spike in volatility to consolidate and reposition the portfolio for the long term.
  • Multi Cap Growth Strategy
    4Q19 Commentary: Positive clinical results and improving sentiment among our health care holdings drove performance.
  • Aggressive Growth Strategy
    4Q19 Commentary: The recent shift in market leadership could be the start of a multi-year trend favoring attractively valued stocks with robust cash flow profiles.
  • Past performance is no guarantee of future results. The opinions and views expressed herein are of the commentator as of the date shown, and may differ from other 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. 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 nor its information providers are responsible for any damages or losses arising from any use of this information.

  • 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.