We align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long-
term outcomes.
Here you can learn more about our company, our team and careers at ClearBridge.
ClearBridge Investments has been recognized by Pensions & Investments Magazine as a "Best Place to Work in Money Management" in all nine years of the survey.
These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees.
| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $13.0B | 24 | 42 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 16.43 | 20.69 | 19.58 | 10.06 | 7.99 | 9.46 |
| Net of Fees | 15.79 | 19.81 | 18.70 | 9.25 | 7.19 | 8.65 |
| Russell Midcap Growth Index | 12.84 | 22.02 | 22.85 | 11.26 | 12.00 | 13.37 |
The Growth Strategy follows a focused, high-conviction approach, emphasizing stocks across market capitalizations with sustainable earnings and cash flow growth. 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 |
| Benchmark | Russell Midcap Growth Index |
| Total Strategy AUM | $13.0B |
| Holdings Range | 35-651 |
| Objective | Long-term growth of capital3 |
The team believes attractive results may be achieved by investing in large, mid and small-size companies that offer long-term earnings growth prospects.
A focus on sustainable growth franchises has resulted in a persistent bias toward the health care, energy, information technology and media sectors.
Buy and hold approach has resulted in average annual portfolio turnover that is among the lowest in its peer group.
The portfolio managers take a contrarian approach to growth, often owning stocks that bear a low correlation to the overall market and other growth strategies.
This Strategy is available in other investment vehicles including the following:
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 16.43 | 20.69 | 19.58 | 10.06 | 7.99 | 9.46 |
| Net of Fees | 15.79 | 19.81 | 18.70 | 9.25 | 7.19 | 8.65 |
| Russell Midcap Growth Index | 12.84 | 22.02 | 22.85 | 11.26 | 12.00 | 13.37 |
The Strategy's top 10 holdings typically comprise more than 50% of portfolio assets.
| Representative Portfolio | Russell Midcap Growth Index | |
|---|---|---|
| Consumer Discretionary | 12.02 | 21.56 |
| Consumer Staples | 1.32 | 1.74 |
| Energy | 0.00 | 2.66 |
| Financials | 8.01 | 9.79 |
| Health Care | 11.39 | 14.62 |
| Industrials | 19.03 | 20.32 |
| Information Technology | 33.43 | 17.64 |
| Materials | 2.33 | 0.27 |
| Communication Services | 9.79 | 6.91 |
| Utilities | 2.39 | 3.15 |
| Cash | 0.29 | 0.00 |
| Real Estate | 0.00 | 1.34 |
| Characteristics | Representative Portfolio | Russell Midcap Growth Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 43.7 | 35.6 |
| P/E Ratio (forward 12 mos.) | 37.6 | 30.1 |
| Price/Book | 14.3 | 14.4 |
| EPS Growth Next 3-5 Years (%) | 15.4 | 14.6 |
| Weighted Median Market Cap ($ bn) | 64.9 | 35.1 |
| Weighted Average Market Cap ($ bn) | 179.0 | 38.3 |
| ROE | 23.9 | 26.7 |
| Dividend Yield | 0.6 | 0.5 |
| Turnover (trailing 12 mos.) | 24.9 | - |
| 10 Year Risk Statistics | Composite | Russell Midcap Growth Index |
|---|---|---|
| Standard Deviation (%) | 17.60 | 18.85 |
| Sharpe Ratio | 0.44 | 0.65 |
| Tracking Error (%) | 7.78 | -- |
| R2 | 0.83 | -- |
| Alpha (%) | -2.65 | -- |
| Beta | 0.85 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Broadcom Inc | 7.04 |
| TE Connectivity PLC | 5.95 |
| Autodesk Inc | 4.44 |
| Vertex Pharmaceuticals Inc | 4.25 |
| L3Harris Technologies Inc | 3.86 |
| TJX Cos Inc/The | 3.67 |
| Vertiv Holdings Co | 3.44 |
| Johnson Controls International plc | 3.44 |
| Crowdstrike Holdings Inc | 3.36 |
| AppLovin Corp | 2.67 |
| Total | 42.12 |
| Total Number of Holdings | 50 |
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 Growth Composite seeks capital appreciation by investing primarily in common stocks of companies that the manager believes are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of companies which comprise the S&P 500 Index. The accounts may invest in the securities of large, medium and small capitalization companies that offer prospects of long-term earnings growth. Results are calculated in U.S. dollars. The Russell Midcap Growth Index measures the performance of those Russell Midcap Growth Index companies with higher price-to-book ratios and higher forecasted growth values. 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.
