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Webinar

Large Cap Growth Volatility Update

March 17, 2020

Portfolio Manager Margaret Vitrano joins Vinay Nadkarni to discuss how heightened volatility from the coronavirus outbreak has created opportunities to upgrade the portfolio, providing specific examples of recent positioning changes. She also highlights how the team is stress testing holdings and analyzing the macro picture to ensure the portfolio can weather a slowing economy and market drawdown.

Margaret Vitrano

Portfolio Manager
24 Years experience
23 Years at ClearBridge

Vinay Nadkarni

Head of Global Business Development
27 Years experience
24 Years at ClearBridge

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  • 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.

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