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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $9.1B | 24 | 10 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 12.77 | 19.52 | 27.97 | 13.88 | 13.80 | 15.08 |
| Net of Fees | 12.14 | 18.64 | 27.03 | 13.04 | 12.96 | 14.23 |
| Russell 3000 Growth Index | 16.82 | 24.79 | 30.76 | 17.03 | 17.38 | 18.26 |
The All Cap Growth Strategy follows a focused, high conviction approach, actively pursuing the best growth ideas of its portfolio management team across market capitalizations.
| Strategy Overview | All cap growth portfolio managed with a high conviction, low turnover approach |
| Benchmark | Russell 3000 Growth Index |
| Total Strategy AUM | $9.1B |
| Holdings Range | 55-751 |
| Objective | Long-term growth of capital3 |
Construct a diversified portfolio that takes a high active share approach to targeting leadership companies across the spectrum of growth
The Strategy’s portfolio managers apply more than 100 years of combined investment experience to the bottom-up stock selection process.
New positions are added opportunistically when price underestimates growth potential.
A focus on sustainable growth franchises has resulted in a persistent bias toward the health care, energy and information technology sectors.
This strategy is available in other investment vehicles including the following:
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 12.77 | 19.52 | 27.97 | 13.88 | 13.80 | 15.08 |
| Net of Fees | 12.14 | 18.64 | 27.03 | 13.04 | 12.96 | 14.23 |
| Russell 3000 Growth Index | 16.82 | 24.79 | 30.76 | 17.03 | 17.38 | 18.26 |
| Representative Portfolio | Russell 3000 Growth Index | |
|---|---|---|
| Consumer Discretionary | 12.69 | 13.86 |
| Consumer Staples | 1.40 | 2.49 |
| Energy | 0.00 | 0.42 |
| Financials | 5.95 | 6.58 |
| Health Care | 7.02 | 7.73 |
| Industrials | 7.95 | 6.85 |
| Information Technology | 46.40 | 48.91 |
| Materials | 1.57 | 0.47 |
| Communication Services | 11.64 | 11.83 |
| Utilities | 0.41 | 0.34 |
| Cash | 4.35 | 0.00 |
| Real Estate | 0.62 | 0.53 |
| Characteristics | Representative Portfolio | Russell 3000 Growth Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 40.2 | 40.3 |
| P/E Ratio (forward 12 mos.) | 35.6 | 33.8 |
| Price/Book | 12.3 | 12.6 |
| EPS Growth Next 3-5 Years (%) | 14.1 | 13.9 |
| Weighted Median Market Cap ($ bn) | 509.5 | 1433.8 |
| Weighted Average Market Cap ($ bn) | 1395.1 | 1790.8 |
| ROE | 28.3 | 31.7 |
| Dividend Yield | 0.4 | 0.5 |
| Turnover (trailing 12 mos.) | 14.6 | - |
| 10 Year Risk Statistics | Composite | Russell 3000 Growth Index |
|---|---|---|
| Standard Deviation (%) | 16.86 | 17.47 |
| Sharpe Ratio | 0.75 | 0.93 |
| Tracking Error (%) | 3.99 | -- |
| R2 | 0.95 | -- |
| Alpha (%) | -2.60 | -- |
| Beta | 0.94 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| NVIDIA Corp | 8.55 |
| Broadcom Inc | 7.53 |
| Amazon.com Inc | 6.95 |
| Apple Inc | 5.71 |
| Meta Platforms Inc | 5.63 |
| Microsoft Corp | 5.60 |
| Visa Inc | 3.76 |
| Netflix Inc | 3.48 |
| Crowdstrike Holdings Inc | 2.80 |
| Vertex Pharmaceuticals Inc | 1.96 |
| Total | 51.99 |
| Total Number of Holdings | 58 |
1 Source: FactSet. Representative portfolio characteristics, holdings, sector weightings and market cap are based on a representative portfolio and are subject to change at any time. Holdings, sector weightings, market cap and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed. Statistics shown are net of fees.
2 Past performance is no guarantee of future results. See GIPS endnotes. Performance is preliminary and subject to change.
3 There is no guarantee that the Strategy's objective will be met.
P/E ratios are weighted harmonic average. Price/Book is weighted average.
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.
ClearBridge Investments, LLC claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. ClearBridge Investments, LLC ("ClearBridge") is a wholly owned indirect subsidiary of Franklin Resources, Inc. (“Franklin”). In July 2020 Legg Mason, Inc., its parent company, was purchased by Franklin. The investment advisory business now known as ClearBridge was registered in September 2005 to facilitate Legg Mason's acquisition of substantially all the equity asset management businesses known as Citigroup Asset Management. These former businesses serve as the foundation of ClearBridge and its claim of GIPS compliance for institutional accounts through predecessor firms, effective as of January 1997. In June 2008, ClearBridge combined this business with its retail business to form a single GIPS firm. As of April 1, 2013, January 1, 2016, May 1, 2020, and January 1, 2024 ClearBridge affiliates, Global Currents Investment Management, LLC, ClearBridge, LLC, ClearBridge Investments Limited (f/k/a RARE Infrastructure Limited), and Franklin Bissett Asset Management have become part of the ClearBridge GIPS firm.
The ClearBridge All Cap Growth composite consists of institutional discretionary accounts with no account minimum. All accounts within the composite seek long-term capital appreciation by investing in a mix of large, mid and small capitalization stocks believed to have substantial growth potential. Results are calculated in U.S. dollars. The Russell 3000 Growth Index measures the performance of those Russell 3000 Index companies with higher price-to-book ratios and higher forecasted growth values.To receive a complete list and description of ClearBridge composites and/or a presentation that adheres to the GIPS standards, please contact ClearBridge Institutional Marketing.
