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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $2.2B | 26 | 28 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | -1.21 | -4.78 | 8.34 | 1.78 | 7.45 | 8.25 |
| Net of Fees | -1.77 | -5.49 | 7.54 | 1.02 | 6.65 | 7.45 |
| Russell Midcap Index | 11.84 | 12.02 | 17.20 | 8.04 | 11.37 | 11.17 |
The Mid Cap Strategy applies quantitative and fundamental research to a relatively inefficient segment of the U.S. market to identify high-quality, mispriced stocks.
| Strategy Overview | Mid cap core strategy utilizing both quantitative and fundamental analysis, with a focus on stock selection |
| Benchmark | Russell Midcap Index |
| Total Strategy AUM | $2.2B |
| Holdings Range | 50-801 |
| Objective | Long-term growth of capital and consistently superior returns relative to the benchmark3 |
While markets are efficient over the long term, individual stocks are mispriced at times, presenting exploitable inefficiencies. Through a combination of quantitative and fundamental analysis, these can be identified and capitalized on.
Focuses on high-quality companies with strong balance sheets, high returns on capital, high free cash flow generation and sustainable competitive advantages.
Owns a mix of growth and value stocks.
Portfolio managers Brian Angerame and Matthew Lilling have worked together on the Strategy for over a decade.
This Strategy is available in other investment vehicles including the following:
An approach blending growth and value stocks has led to competitive long-term returns.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | -1.21 | -4.78 | 8.34 | 1.78 | 7.45 | 8.25 |
| Net of Fees | -1.77 | -5.49 | 7.54 | 1.02 | 6.65 | 7.45 |
| Russell Midcap Index | 11.84 | 12.02 | 17.20 | 8.04 | 11.37 | 11.17 |
The Strategy’s quality focus is reflected in return on equity (ROE) that is higher than its benchmark.
| Representative Portfolio | Russell Midcap Index | |
|---|---|---|
| Industrials | 20.50 | 16.97 |
| Information Technology | 15.27 | 17.15 |
| Financials | 13.82 | 13.80 |
| Health Care | 10.52 | 12.46 |
| Consumer Discretionary | 9.18 | 8.48 |
| Energy | 6.46 | 6.64 |
| Utilities | 6.04 | 5.41 |
| Materials | 5.43 | 4.61 |
| Real Estate | 4.52 | 6.34 |
| Consumer Staples | 4.51 | 5.03 |
| Communication Services | 2.90 | 3.11 |
| Cash | 0.85 | 0.00 |
| 10 Year Risk Statistics | Composite | Russell Midcap Index |
|---|---|---|
| Standard Deviation (%) | 18.21 | 17.52 |
| Sharpe Ratio | 0.35 | 0.55 |
| Tracking Error (%) | 4.19 | -- |
| R2 | 0.95 | -- |
| Alpha (%) | -3.38 | -- |
| Beta | 1.01 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Clean Harbors Inc | 3.17 |
| Rubrik Inc | 2.94 |
| Crown Holdings Inc | 2.63 |
| Performance Food Group Co | 2.63 |
| Travelers Cos Inc/The | 2.54 |
| Vistra Corp | 2.53 |
| DTE Energy Co | 2.47 |
| Live Nation Entertainment Inc | 2.38 |
| Teledyne Technologies Inc | 2.36 |
| EQT Corp | 2.29 |
| Total | 25.93 |
| Total Number of Holdings | 66 |
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.
Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2026. 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®). 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 Mid Cap Composite primarily invests in medium-sized companies. Accounts generally are diversified across several economic sectors and investments are primarily in those companies having market capitalizations within the capitalization range of the Russell Mid Cap Index. Results are calculated in U.S. dollars. The Russell Midcap® Index measures the performance of the mid-cap segment of the U.S. equity universe. 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.
