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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $28.9M | 25 | 4 |
| YTD | 1 Year | 3 Years | Since Inception | |
|---|---|---|---|---|
| Gross of Fees | 8.04 | 12.95 | 20.09 | 13.31 |
| Net of Fees | 7.48 | 12.17 | 19.27 | 12.53 |
| MSCI World Value (Net) (USD) Index | 14.74 | 18.57 | 19.08 | 10.55 |
The Global Value Improvers Strategy is focused on undervalued companies improving on ESG measures through transforming their own products and services or enabling others to advance their ESG objectives.
| Strategy Overview | Concentrated portfolio of holdings that are improving on ESG measures and have long-term orientation with low turnover |
| Benchmark | MSCI World Value (Net) (USD) Index |
| Total Strategy AUM | $28.9M |
| Holdings Range | 30-401 |
| Objective | To generate long-term capital appreciation while seeking to outperform the benchmark3 |
The portfolio managers integrate a disciplined framework blending fundamental analysis and ESG research to identify undervalued companies across the world where ESG improvement can be a driver of stock price appreciation, creating a high-alpha generating portfolio capable of true diversification.
Utilizes a forward-looking approach to understand how companies’ ESG policies are evolving, identifying opportunities not yet priced into stocks.
A focus on investing in improvers, rather than merely best-in-class ESG leaders, minimizes exclusions and targets companies expected to have the most impact on ESG advancement.
Leverages ClearBridge’s over 30 years of experience engaging with companies on ESG issues and integrating ESG factors and ratings into its fundamental research to drive investment ideas.
A focus on stocks with improving ESG practices enables the strategy to make a positive investment impact.
| YTD | 1 Year | 3 Years | Since Inception | |
|---|---|---|---|---|
| Gross of Fees | 8.04 | 12.95 | 20.09 | 13.31 |
| Net of Fees | 7.48 | 12.17 | 19.27 | 12.53 |
| MSCI World Value (Net) (USD) Index | 14.74 | 18.57 | 19.08 | 10.55 |
| Representative Portfolio | MSCI World Value (Net) (USD) Index | |
|---|---|---|
| Financials | 22.81 | 25.18 |
| Information Technology | 14.66 | 18.82 |
| Health Care | 14.26 | 11.48 |
| Industrials | 13.44 | 9.20 |
| Communication Services | 7.61 | 6.46 |
| Energy | 7.41 | 7.38 |
| Utilities | 6.11 | 3.90 |
| Materials | 5.57 | 3.67 |
| Consumer Staples | 3.87 | 7.24 |
| Consumer Discretionary | 2.69 | 4.23 |
| Real Estate | 0.00 | 2.44 |
| Cash | 1.57 | 0.00 |
| Characteristics | Representative Portfolio | MSCI World Value (Net) (USD) Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 19.9 | 18.1 |
| P/E Ratio (forward 12 mos.) | 15.7 | 15.6 |
| Price/Book | 4.1 | 4.0 |
| EPS Growth Next 3-5 Years (%) | 16.0 | 16.5 |
| Weighted Median Market Cap ($ bn) | 155.1 | 158.0 |
| Weighted Average Market Cap ($ bn) | 602.6 | 565.2 |
| ROE | 17.5 | 17.8 |
| Dividend Yield | 2.0 | 2.3 |
| Turnover (trailing 12 mos.) | 31.9 | - |
| 3 Year Risk Statistics | Composite | MSCI World Value (Net) (USD) Index |
|---|---|---|
| Annualized Returns (3 Years) | 20.09 | 19.08 |
| Standard Deviation (%) | 12.59 | 11.26 |
| Sharpe Ratio | 1.10 | 1.21 |
| Tracking Error (%) | 5.53 | -- |
| R2 | 0.81 | -- |
| Alpha (%) | 0.27 | -- |
| Beta | 1.00 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Microsoft Corp | 8.54 |
| Banco Bilbao Vizcaya Argentaria SA | 5.19 |
| Bank of America Corp | 4.28 |
| TotalEnergies SE | 3.89 |
| Charles Schwab Corp/The | 3.84 |
| Teck Resources Ltd | 3.49 |
| Johnson & Johnson | 3.49 |
| Lloyds Banking Group PLC | 3.30 |
| Eli Lilly & Co | 3.14 |
| Taiwan Semiconductor Manufacturing Co Ltd | 3.00 |
| Total | 42.17 |
| Total Number of Holdings | 39 |
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.
* Data (excluding AUM and Market Cap) in GBP.
ClearBridge Investments, LLC claims compliance with the Global Investment Performance Standards (GIPS®). ClearBridge Investments, LLC ("ClearBridge") is a wholly- owned indirect subsidiary of Franklin Templeton, Inc. ("Franklin"), which acquired ClearBridge's former parent, Legg Mason, Inc., in July 2020. The firm's foundation and claim of GIPS compliance date back to January 1997 through predecessor firms associated with Citigroup Asset Management, which was acquired in 2005. Since combining its institutional and retail businesses into a single GIPS firm in June 2008, ClearBridge has expanded through the integration of Global Currents Investment Management (April 2013), ClearBridge, LLC ( January 2016), ClearBridge Investments Limited (May 2020), and the Equity Teams of Franklin Bissett Asset Management (January 2024). Most recently, the firm announced the integration of Martin Currie (MC) in 2025. For GIPS purposes, the business was organized into three distinct Strategies, MC Emerging Markets, MC Australian Equities, and MC UK Equities. MC Emerging Markets was completed in November 2025, MC UK Equities was completed in March 2026, and MC Australian Equities was completed in June 2026. GIPS compliance was claimed and ported individually for each MC team, where applicable.
The ClearBridge Global Value Improvers composite consists of institutional discretionary accounts with no account minimum. The Strategy will pursue its investment objective by investing in value-based companies globally, seeking to outperform the MSCI World Value Index. The main risks of this strategy are issuer risk, equity risk, market volatility risk, foreign security risk, economic risk and concentration risk. Results are calculated in U.S. dollars. The MSCI World Value Index captures large and mid cap securities exhibiting overall value style characteristics across 23 developed market countries. 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.
