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ClearBridge Sustainability Leaders Strategy 3Q22 Update

September 7, 2022

 

Portfolio Managers Derek Deutsch and Mary Jane McQuillen discuss ESG investing in an environment of growing regulatory scrutiny, impact themes they are pursuing in the portfolio and current positioning in an uncertain market regime.

Related Perspectives

Results Improving Despite Low-Quality Market
Sustainability Leaders 3Q25: We have observed improving relative results in 2025 compared to the prior two years, partly due to recent positioning moves.
Capitalizing When the Market Swoons
Sustainability Leaders 2Q25: The April selloff produced attractive opportunities in high-quality long-term compounders that helped the Strategy outperform in the second quarter.
Seizing Opportunities in a Volatile Market
Sustainability Leaders 1Q25: Churning markets formed the backdrop for recycling capital from strong performers into new opportunities, primarily in health care and industrials.
Maintaining Balance as Momentum Shifts
Sustainability Leaders 3Q24: Recent positioning attests to how we value portfolio balance and exposures to diverse drivers, complementing AI with heavier lifters in the industrials and materials sectors.
The Circular Economy Is a Growth Business
Sustainability Leaders 2Q24: We have been active in adding leaders in environmental stewardship, where circularity can create valuable efficiencies and serve growing end markets.
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  • 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.

  • Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2025. FTSE Russell is a trading name of certain of the LSE Group companies. “Russell®” is a trade mark of the relevant LSE Group companies and is/are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.

  • Performance source: Internal. Benchmark source: Morgan Stanley Capital International. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information. Performance is preliminary and subject to change. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent. Further distribution is prohibited. 
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