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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $4.8B | 24 | 19 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 10.38 | 17.53 | 22.38 | 10.23 | 14.21 | 18.42 |
| Net of Fees | 9.61 | 16.43 | 21.24 | 9.20 | 13.15 | 17.32 |
| Russell 3000 Index | 14.40 | 17.41 | 24.12 | 15.74 | 13.71 | 14.71 |
The Select Strategy takes an unconstrained approach to growth investing, seeking out companies with disruptive business models, large addressable markets and growth dynamics not reflected in their stock prices.
| Strategy Overview | Long-biased, concentrated go-anywhere strategy |
| Benchmark | Russell 3000 Index |
| Total Strategy AUM | $4.8B |
| Holdings Range | 50-1001 |
| Objective | Long-term growth of capital3 |
Use a bottom-up, benchmark agnostic approach to identify companies with strong growth prospects and/or attractive valuations.
Concentrates its investments in growth stocks in the information technology, health care and consumer discretionary sectors.
Portfolio manager Aram Green applies his experience managing small and mid cap growth portfolios while sourcing investment ideas from a team of portfolio analysts and a centralized research platform of sector analysts.
Strategy may invest in private securities to become early participants in growth of promising businesses and gain insights on emerging industry trends.
This Strategy is available in other investment vehicles including the following:
Owning a broad range of growth stocks has led to competitive long-term results.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 10.38 | 17.53 | 22.38 | 10.23 | 14.21 | 18.42 |
| Net of Fees | 9.61 | 16.43 | 21.24 | 9.20 | 13.15 | 17.32 |
| Russell 3000 Index | 14.40 | 17.41 | 24.12 | 15.74 | 13.71 | 14.71 |
The high active share Strategy maintains a significant overweight to the information technology sector.
| Representative Portfolio | Russell 3000 Index | |
|---|---|---|
| Consumer Discretionary | 9.29 | 10.69 |
| Consumer Staples | 7.87 | 4.67 |
| Energy | 3.36 | 3.03 |
| Financials | 5.63 | 14.01 |
| Health Care | 10.98 | 9.28 |
| Industrials | 15.07 | 9.55 |
| Information Technology | 39.61 | 32.19 |
| Materials | 1.03 | 2.20 |
| Communication Services | 3.18 | 9.67 |
| Utilities | 0.27 | 2.35 |
| Cash | 1.11 | 0.00 |
| Real Estate | 2.59 | 2.36 |
| Characteristics | Representative Portfolio | Russell 3000 Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 41.6 | 27.9 |
| P/E Ratio (forward 12 mos.) | 30.9 | 24.2 |
| Price/Book | 6.4 | 5.8 |
| EPS Growth Next 3-5 Years (%) | 15.5 | 12.0 |
| Weighted Median Market Cap ($ bn) | 48.0 | 233.1 |
| Weighted Average Market Cap ($ bn) | 776.5 | 1155.6 |
| ROE | 18.2 | 21.7 |
| Dividend Yield | 0.4 | 1.1 |
| Turnover (trailing 12 mos.) | 26.7 | - |
| 10 Year Risk Statistics | Composite | Russell 3000 Index |
|---|---|---|
| Standard Deviation (%) | 19.79 | 15.80 |
| Sharpe Ratio | 0.80 | 0.82 |
| Tracking Error (%) | 8.84 | -- |
| R2 | 0.81 | -- |
| Alpha (%) | 1.31 | -- |
| Beta | 1.13 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| NVIDIA Corp | 7.27 |
| Microsoft Corp | 5.17 |
| Apple Inc | 4.32 |
| AppLovin Corp | 3.72 |
| MercadoLibre Inc | 3.46 |
| Performance Food Group Co | 3.19 |
| ServiceNow Inc | 3.16 |
| Casey's General Stores Inc | 2.79 |
| L3Harris Technologies Inc | 2.62 |
| Shopify Inc | 2.49 |
| Total | 38.19 |
| Total Number of Holdings | 80 |
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 Select composite seeks to achieve superior capital absolute returns through capital appreciation by investing in both US and non-US equity, debt and other securities. Results are calculated in U.S. dollars. The Russell 3000® Index measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market. In April 2018 the benchmark changed from the S&P 500® index to the Russell 3000® index. 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.
