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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $669.7M | 35 | 13 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 17.11 | 18.22 | 24.30 | 11.73 | 13.15 | 14.37 |
| Net of Fees | 16.51 | 17.41 | 23.45 | 10.95 | 12.35 | 13.55 |
| MSCI AC World (Net) (USD) Index | 18.44 | 17.27 | 23.12 | 13.54 | 11.28 | 11.91 |
The Global Growth Strategy takes a diversified approach in search of mispriced growth companies across market capitalizations in global developed and emerging markets.
| Strategy Overview | Growth-oriented strategy offering exposure to U.S. and non-U.S. markets |
| Benchmark | MSCI AC World (Net) (USD) Index |
| Total Strategy AUM | $669.7M |
| Holdings Range | 60-1001 |
| Objective | Long-term growth of capital while seeking to outperform the benchmark over a full market cycle3 |
Investing in high-quality businesses with sustainable growth characteristics, when they are trading at a discount, will deliver superior returns over time.
The Strategy promotes diversification by targeting stocks at three different stages of their growth lifecycle: emerging, secular and structural growth companies.
Bottom-up global approach leads to significant differences in regional weightings compared to the benchmark.
The team of three portfolio managers brings a long tenure of global investment experience.
A focus on mispriced growth stocks has led to above-average long-term results.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 17.11 | 18.22 | 24.30 | 11.73 | 13.15 | 14.37 |
| Net of Fees | 16.51 | 17.41 | 23.45 | 10.95 | 12.35 | 13.55 |
| MSCI AC World (Net) (USD) Index | 18.44 | 17.27 | 23.12 | 13.54 | 11.28 | 11.91 |
The Strategy’s sector weights reflect its high active share approach to stock selection.
| Representative Portfolio | MSCI AC World (Net) (USD) Index | |
|---|---|---|
| Consumer Discretionary | 14.04 | 10.65 |
| Consumer Staples | 6.43 | 5.28 |
| Energy | 0.00 | 3.46 |
| Financials | 14.62 | 17.40 |
| Health Care | 9.31 | 8.50 |
| Industrials | 9.70 | 10.70 |
| Information Technology | 31.92 | 27.17 |
| Materials | 0.00 | 3.58 |
| Communication Services | 13.30 | 8.83 |
| Utilities | 0.00 | 2.55 |
| Cash | 0.70 | 0.00 |
| Real Estate | 0.00 | 1.87 |
| Characteristics | Representative Portfolio | MSCI AC World (Net) (USD) Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 27.6 | 23.1 |
| P/E Ratio (forward 12 mos.) | 24.8 | 20.9 |
| Price/Book | 6.8 | 5.8 |
| EPS Growth Next 3-5 Years (%) | 13.4 | 11.1 |
| Weighted Median Market Cap ($ bn) | 173.1 | 163.1 |
| Weighted Average Market Cap ($ bn) | 955.3 | 876.4 |
| ROE | 22.1 | 19.7 |
| Dividend Yield | 0.9 | 1.7 |
| Turnover (trailing 12 mos.) | 78.0 | - |
| 10 Year Risk Statistics | Composite | MSCI AC World (Net) (USD) Index |
|---|---|---|
| Standard Deviation (%) | 15.61 | 14.66 |
| Sharpe Ratio | 0.76 | 0.70 |
| Tracking Error (%) | 4.63 | -- |
| R2 | 0.91 | -- |
| Alpha (%) | 1.45 | -- |
| Beta | 1.02 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| NVIDIA Corp | 6.23 |
| Microsoft Corp | 4.90 |
| Amazon.com Inc | 3.35 |
| Apple Inc | 3.18 |
| Broadcom Inc | 2.90 |
| Alphabet Inc | 2.78 |
| Meta Platforms Inc | 2.50 |
| ROBLOX Corp | 2.23 |
| Tencent Holdings Ltd | 2.16 |
| Sea Ltd | 1.96 |
| Total | 32.18 |
| Total Number of Holdings | 77 |
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.
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 Global Growth Composite invests in common stocks of U.S. and non-U.S. companies that, in the portfolio manager's opinion, appear to offer above average growth potential and trade at a significant discount to the portfolio manager's assessment of their intrinsic value. Intrinsic value, according to the portfolio manager, is the value of the company measured, to different extents depending on the type of company, on factors such as, but not limited to, the discounted value of its projected future free cash flows, the company's ability to earn returns on capital in excess of its cost of capital, private market values of similar companies and the costs to replicate the business. Results calculated in U.S. dollars. The MSCI ® All Country World Index (ACWI) is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets net of reinvested dividend withholding taxes. The MSCI ACWI consists of various country indices comprising both developed and emerging markets.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.
