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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $294.9M | 24 | 19 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 15.41 | 20.69 | 19.36 | 11.19 | 8.83 | 10.49 |
| Net of Fees | 12.91 | 17.22 | 15.92 | 7.97 | 5.67 | 7.28 |
| Russell Midcap Growth Index | 12.84 | 22.02 | 22.85 | 11.26 | 12.00 | 13.37 |
The Growth ESG Strategy takes a high-conviction approach to growth investing, emphasizing stocks across market capitalizations with positive ESG attributes. As long-term business owners, the portfolio managers expect to hold companies for many years to allow for compounding of earnings and cash flows.
| Strategy Overview | All cap growth strategy emphasizing high-quality companies with outstanding ESG characteristics. |
| Benchmark | Russell Midcap Growth Index |
| Total Strategy AUM | $294.9M |
| Holdings Range | 35-601 |
| Objective | Long-term growth of capital3 |
The team believes attractive results may be achieved by investing in large, mid and small-size companies that offer long-term earnings growth prospects.
Concentrates its investments in sustainable growers in the health care, energy, information technology and media sectors.
The portfolio managers take a contrarian approach to growth, often owning stocks that bear a low correlation to the overall market and other growth strategies.
Patient approach has resulted in annual portfolio turnover that is among the lowest in its peer group.
Integrating ESG factors into a patient, high-conviction approach has led to above-average long-term returns.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 15.41 | 20.69 | 19.36 | 11.19 | 8.83 | 10.49 |
| Net of Fees | 12.91 | 17.22 | 15.92 | 7.97 | 5.67 | 7.28 |
| Russell Midcap Growth Index | 12.84 | 22.02 | 22.85 | 11.26 | 12.00 | 13.37 |
The concentrated Strategy typically holds less than 45 stocks.
| Representative Portfolio | Russell Midcap Growth Index | |
|---|---|---|
| Consumer Discretionary | 13.68 | 21.56 |
| Consumer Staples | 1.73 | 1.74 |
| Energy | 0.00 | 2.66 |
| Financials | 7.27 | 9.79 |
| Health Care | 13.72 | 14.62 |
| Industrials | 17.99 | 20.32 |
| Information Technology | 34.84 | 17.64 |
| Materials | 3.22 | 0.27 |
| Communication Services | 5.22 | 6.91 |
| Utilities | 0.00 | 3.15 |
| Cash | 2.32 | 0.00 |
| Real Estate | 0.00 | 1.34 |
| Characteristics | Representative Portfolio | Russell Midcap Growth Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 44.8 | 35.6 |
| P/E Ratio (forward 12 mos.) | 38.5 | 30.1 |
| Price/Book | 14.7 | 14.4 |
| EPS Growth Next 3-5 Years (%) | 15.7 | 14.6 |
| Weighted Median Market Cap ($ bn) | 64.9 | 35.1 |
| Weighted Average Market Cap ($ bn) | 187.1 | 38.3 |
| ROE | 23.6 | 26.7 |
| Dividend Yield | 0.5 | 0.5 |
| Turnover (trailing 12 mos.) | 33.3 | - |
| 10 Year Risk Statistics | Composite | Russell Midcap Growth Index |
|---|---|---|
| Standard Deviation (%) | 17.53 | 18.85 |
| Sharpe Ratio | 0.37 | 0.65 |
| Tracking Error (%) | 8.11 | -- |
| R2 | 0.81 | -- |
| Alpha (%) | -3.77 | -- |
| Beta | 0.84 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Broadcom Inc | 7.18 |
| TE Connectivity PLC | 5.82 |
| Vertex Pharmaceuticals Inc | 4.32 |
| Autodesk Inc | 4.21 |
| TJX Cos Inc/The | 4.00 |
| Vertiv Holdings Co | 3.48 |
| Crowdstrike Holdings Inc | 3.36 |
| Johnson Controls International plc | 3.20 |
| AppLovin Corp | 3.00 |
| Robinhood Markets Inc | 2.83 |
| Total | 41.40 |
| Total Number of Holdings | 46 |
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 Multi Cap Growth ESG SMA composite consists of discretionary wrap accounts with an account minimum of US $25,000. The managers actively integrate criteria inclusive of environmental, social and governance (ESG) issues into the portfolio construction of the strategy. Accounts within the composite seek long-term capital appreciation by investing in the stocks of small, mid, and large capitalization companies that the manager believes have the potential for above-average long-term earnings and/or cash flow growth. The strategy is implemented by Franklin Templeton Private Portfolio Group, LLC ("FTPPG"), formerly known as Legg Mason Private Portfolio Group, LLC ("LMPPG"). FTPPG claims compliance with the Global Investment Performance Standards (GIPS®). FTPPG has been independently verified for the periods January 1, 2013 - December 31, 2021. FTPPG is a wholly owned indirect subsidiary of Franklin Resources, Inc and together with its sub-advisers, including ClearBridge, provides investment services primarily in investment programs sponsored by Sponsor Firms. To obtain a compliant presentation and/or the firm's list of composite descriptions, please contact [email protected].
