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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $491.1M | 25 | 33 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 12.44 | 20.08 | 20.44 | 12.16 | 12.45 | 8.81 |
| Net of Fees | 11.82 | 19.19 | 19.56 | 11.33 | 11.61 | 7.98 |
| MSCI EAFE (Net) (USD) Index | 10.33 | 15.69 | 18.40 | 9.32 | 10.19 | 9.07 |
The International Value Strategy invests in low expectation stocks across market capitalizations in developed and emerging markets trading at below normal valuations that have catalysts in place to spur a return to intrinsic value.
| Strategy Overview | International all cap value strategy |
| Benchmark | MSCI EAFE (Net) (USD) Index |
| Total Strategy AUM | $491.1M |
| Holdings Range | 50-701 |
| Objective | Total return3 |
The team seeks stocks that are believed to be trading below normal valuation with low expectations that have catalysts in place that may spur a return to normal valuation.
Contrarian investment style seeks out undervalued companies with a combination of quality and long-term growth potential.
Identifies stocks through both quantitative and fundamental research.
Management team has a long-tenured track record as international value investors.
This Strategy is available in other investment vehicles including the following:
The Strategy's contrarian approach has led to competitive long-term results.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 12.44 | 20.08 | 20.44 | 12.16 | 12.45 | 8.81 |
| Net of Fees | 11.82 | 19.19 | 19.56 | 11.33 | 11.61 | 7.98 |
| MSCI EAFE (Net) (USD) Index | 10.33 | 15.69 | 18.40 | 9.32 | 10.19 | 9.07 |
The focused Strategy holds 60 to 85 stocks across more than 20 countries.
| Representative Portfolio | MSCI EAFE (Net) (USD) Index | |
|---|---|---|
| Financials | 28.99 | 26.33 |
| Industrials | 21.28 | 18.88 |
| Materials | 8.43 | 6.02 |
| Information Technology | 8.19 | 11.18 |
| Health Care | 7.03 | 10.05 |
| Energy | 6.96 | 3.93 |
| Consumer Discretionary | 6.57 | 8.06 |
| Utilities | 5.01 | 3.69 |
| Consumer Staples | 4.96 | 6.45 |
| Communication Services | 0.87 | 3.94 |
| Real Estate | 0.00 | 1.46 |
| Cash | 1.74 | 0.00 |
| Characteristics | Representative Portfolio | MSCI EAFE (Net) (USD) Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 16.0 | 17.5 |
| P/E Ratio (forward 12 mos.) | 13.7 | 15.5 |
| Price/Book | 3.1 | 3.7 |
| EPS Growth Next 3-5 Years (%) | 15.0 | 14.0 |
| Weighted Median Market Cap ($ bn) | 82.6 | 82.6 |
| Weighted Average Market Cap ($ bn) | 148.1 | 125.3 |
| ROE | 14.0 | 16.5 |
| Dividend Yield | 2.6 | 2.6 |
| Turnover (trailing 12 mos.) | 22.7 | - |
| 10 Year Risk Statistics | Composite | MSCI EAFE (Net) (USD) Index |
|---|---|---|
| Standard Deviation (%) | 18.71 | 15.04 |
| Sharpe Ratio | 0.37 | 0.49 |
| Tracking Error (%) | 6.49 | -- |
| R2 | 0.90 | -- |
| Alpha (%) | -1.71 | -- |
| Beta | 1.18 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Mitsubishi UFJ Financial Group Inc | 3.65 |
| Siemens AG | 3.37 |
| Shell PLC | 3.11 |
| AXA SA | 2.90 |
| BNP Paribas SA | 2.87 |
| Marubeni Corp | 2.77 |
| Lloyds Banking Group PLC | 2.52 |
| Samsung Electronics Co Ltd | 2.51 |
| Airbus SE | 2.49 |
| Anglo American PLC | 2.42 |
| Total | 28.61 |
| Total Number of Holdings | 65 |
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 Value composite consists of discretionary accounts with no account minimum. The strategy employs a combination of quantitative screening and fundamental analysis to identify stocks trading at below-normal valuations with the potential to return to normal valuations. The accounts primarily invest in a diversified portfolio of equity securities of developed countries, excluding the U.S. The strategy may also invest in emerging markets. The composite returns are benchmarked to the MSCI ACWI ex USA Index ®. The index captures large, mid and small cap representation across 22 of 23 Developed Markets (DM) countries (excluding the United States) and 23 Emerging Markets (EM) countries. All performance returns are presented in USD. 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.
