×
×
×
×
×

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.
  

Aggressive Growth, Multi Cap Growth 3Q21 Update

September 29, 2021

 

Portfolio Managers Evan Bauman and Aram Green highlight the evolving portfolio construction approach for the Aggressive Growth and Multi Cap Growth Strategies, recent positioning changes and the increasing role of disruptive growth companies going forward. 

Related Perspectives

Value’s Lead Holds Through Growth Rebound
Value 2Q26: Growth and AI infrastructure led the second-quarter rebound, but value remained ahead year to date on cash flow durability and real asset exposure.
Gaining Flexibility in Shifting Growth Market
Large Cap Growth 2Q26: We believe benchmark changes, greater portfolio latitude and continued AI infrastructure leadership create a strong setup for the second half.
Narrow Market Full of Overlooked Value
Dividend Strategy 2Q26: With record market concentration despite uncertainty introduced by profound technological change, diversification is paramount.
High-Beta SMID Rally Downplays Quality
SMID Cap Growth 2Q26: An exceptionally strong growth rally favored speculative AI infrastructure, challenging quality-oriented strength in industrials and biotech.
Freight and Travel Rebound Lifts User-Pays Assets
Global Infrastructure Value 2Q26: Airports and toll roads rose as easing tensions laid the groundwork for an increase in global travel, while a freight recovery helped rail.
MORE
  • Past performance is no guarantee of future results. Copyright © 2022 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.

  • Past performance is no guarantee of future results.

  • 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. 
more