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Webinar

Large Cap Growth 4Q20 Update

January 20, 2021

Portfolio Managers Peter Bourbeau and Margaret Vitrano review recent performance against the backdrop of a historically concentrated Russell 1000 Growth benchmark, provide an update on recent positioning changes and highlight their outlook for the portfolio as the economic recovery takes hold.

Peter Bourbeau

Portfolio Manager
30 Years experience
30 Years at ClearBridge

Margaret Vitrano

Portfolio Manager
25 Years experience
24 Years at ClearBridge

Vinay Nadkarni

Head of Global Business Development
28 Years experience
25 Years at ClearBridge

Related Perspectives

  • Large Cap Growth 2Q21 Update
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  • Large Cap Growth Strategy Update 1Q21
    PM Margaret Vitrano discusses how the portfolio fared during a rotation into value, positioning for a reopening and the risk of higher inflation.
  • Building for a Broadening Market
    Large Cap Growth 4Q20: We continue to hold a balance of secular winners along with healthy exposure to a reopening of the economy.
  • AssetTV Global Market Outlook for 2021
    Portfolio Managers Margaret Vitrano, Michael Testorf and Mike Clarfeld share their views on large cap growth, international growth and dividend-paying stocks in the year ahead.
  • Past performance is no guarantee of future results.

  • 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: 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.