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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
23 Years experience
23 Years at ClearBridge

Richard Freeman

Portfolio Manager
43 Years experience
36 Years at ClearBridge

Corey Hardie

Portfolio Specialist
8 Years experience
5 Years at ClearBridge

Related Perspectives

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    July 2019 Commentary: Investor sentiment continues to slowly swing back toward undervalued growth areas.
  • PM Perspectives: Aggressive Growth and Multi Cap Growth 2Q Update
    PMs Evan Bauman and Richie Freeman discuss recent M&A activity in the portfolios and why they remain bullish on the companies they own.
  • Multi Cap Growth Strategy
    2Q19 Commentary: Our outlook remains favorable for undervalued growth companies with strong competitive positions and healthy free cash flow.
  • Aggressive Growth Strategy
    2Q19 Commentary: Acquisitions in energy and health care could be catalysts to drive a change in market leadership away from momentum stocks.
  • 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.