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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $7.3B | 32 | 30 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | -1.04 | -0.84 | 12.71 | 4.20 | 8.02 | 9.79 |
| Net of Fees | -3.22 | -3.74 | 9.45 | 1.16 | 4.89 | 6.61 |
| MSCI EAFE (Net) (USD) Index | 10.33 | 15.69 | 18.40 | 9.32 | 10.19 | 9.07 |
| MSCI EAFE Growth (Net) (USD) Index | 6.38 | 8.36 | 13.90 | 4.33 | 7.83 | 7.81 |
The International Growth ADR Strategy takes a diversified approach in search of mispriced growth companies across market capitalizations.
| Strategy Overview | Growth-oriented investment management, offering exposure to non-U.S. markets |
| Benchmark | MSCI EAFE (Net) (USD) Index |
| Total Strategy AUM | $7.3B |
| Holdings Range | 40-601 |
| Objective | Long-term growth of capital while seeking to outperform the benchmark over a full market cycle3 |
In the long term, markets are efficient and stock prices reflect a company’s dynamic intrinsic value or true worth.
The Strategy promotes diversification by targeting stocks at three different stages of their growth lifecycle: emerging, secular and structural growth companies.
A proprietary model pinpoints high quality but under-appreciated growth stocks and helps avoid stocks experiencing negative trends.
The team of four portfolio managers brings a long tenure of global investment experience.
This strategy is available in other investment vehicles including the following:
A focus on mispriced growth companies has led to competitive results.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | -1.04 | -0.84 | 12.71 | 4.20 | 8.02 | 9.79 |
| Net of Fees | -3.22 | -3.74 | 9.45 | 1.16 | 4.89 | 6.61 |
| MSCI EAFE (Net) (USD) Index | 10.33 | 15.69 | 18.40 | 9.32 | 10.19 | 9.07 |
| MSCI EAFE Growth (Net) (USD) Index | 6.38 | 8.36 | 13.90 | 4.33 | 7.83 | 7.81 |
The Strategy’s sector weights reflect its high active share approach to stock selection.
| Representative Portfolio | MSCI EAFE (Net) (USD) Index | MSCI EAFE Growth (Net) (USD) Index | |
|---|---|---|---|
| Industrials | 23.99 | 18.88 | 28.54 |
| Information Technology | 22.12 | 11.18 | 19.89 |
| Financials | 13.13 | 26.33 | 12.03 |
| Health Care | 11.65 | 10.05 | 12.75 |
| Consumer Discretionary | 9.27 | 8.06 | 10.17 |
| Materials | 6.05 | 6.02 | 5.90 |
| Consumer Staples | 4.89 | 6.45 | 3.92 |
| Communication Services | 3.76 | 3.94 | 4.01 |
| Utilities | 2.45 | 3.69 | 1.73 |
| Energy | 1.26 | 3.93 | 0.58 |
| Real Estate | 0.00 | 1.46 | 0.49 |
| Cash | 1.43 | 0.00 | 0.00 |
| Characteristics | Representative Portfolio | MSCI EAFE (Net) (USD) Index | MSCI EAFE Growth (Net) (USD) Index |
|---|---|---|---|
| P/E Ratio (trailing 12 mos.) | 22.7 | 17.5 | 23.8 |
| P/E Ratio (forward 12 mos.) | 19.8 | 15.5 | 20.3 |
| Price/Book | 4.9 | 3.7 | 5.3 |
| EPS Growth Next 3-5 Years (%) | 19.1 | 14.0 | 18.3 |
| Weighted Median Market Cap ($ bn) | 126.2 | 82.6 | 88.0 |
| Weighted Average Market Cap ($ bn) | 212.9 | 125.3 | 140.7 |
| ROE | 20.1 | 16.5 | 22.0 |
| Dividend Yield | 1.6 | 2.6 | 1.6 |
| Turnover (trailing 12 mos.) | 64.7 | - | - |
| 10 Year Risk Statistics | Composite | MSCI EAFE (Net) (USD) Index | MSCI EAFE Growth (Net) (USD) Index |
|---|---|---|---|
| Standard Deviation (%) | 15.51 | 15.04 | 15.67 |
| Sharpe Ratio | 0.33 | 0.49 | 0.40 |
| Tracking Error (%) | 5.84 | -- | -- |
| R2 | 0.86 | -- | -- |
| Alpha (%) | -1.89 | -- | -- |
| Beta | 0.96 | -- | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| ASML Holding NV | 6.69 |
| Schneider Electric SE | 3.15 |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.84 |
| SAP SE | 2.53 |
| Cie Financiere Richemont SA | 2.52 |
| Banco Santander SA | 2.46 |
| Hoya Corp | 2.37 |
| AstraZeneca PLC | 2.35 |
| Siemens Energy AG | 2.32 |
| Atlas Copco AB | 2.16 |
| Total | 29.41 |
| Total Number of Holdings | 63 |
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 International Growth ADR SMA composite consists of discretionary wrap accounts with an account minimum of US $25,000. Accounts within the composite seek long-term growth of capital by investing in well managed businesses whose intrinsic value does not appear to be recognized by the markets. Investments are primarily in ADRs, but may also make limited investments in U.S.-traded stocks of non-U.S. and U.S. companies engaged in significant non-U.S. business. 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].
