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March 23, 2022
Portfolio Managers Robert Feitler and Dimitry Khaykin join Kathleen Anderson to discuss first principles in value investing, how they seek attractive entry points in quality companies rather than screen for cheap stocks, the alpha potential for non-household names, and how the team has been opportunistic with mega cap tech companies through the COVID-19 period.
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.
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