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 |
|---|---|---|
| $3.7B | 20 | 28 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 12.88 | 14.76 | 11.51 | 5.39 | 6.50 | 11.65 |
| Net of Fees | 12.17 | 13.80 | 10.57 | 4.50 | 5.60 | 10.71 |
| Russell 2000 Growth Index | 11.65 | 13.56 | 16.68 | 8.41 | 6.62 | 9.91 |
The Small Cap Growth Strategy invests in quality growth companies mispriced by the market that possess large exploitable opportunities.
| Strategy Overview | Small cap growth stocks |
| Benchmark | Russell 2000 Growth Index |
| Total Strategy AUM | $3.7B |
| Holdings Range | 70-1001 |
| Objective | Long-term growth of capital3 |
Small cap stock prices may vary significantly from fair value in the short run, due to the mispricing of risk in the market, the deluge of short-term data and market illiquidity. Companies with superior prospects for capital appreciation may be identified through fundamental analysis and stock selection.
A quality focus and long-term orientation causes the portfolio to differ considerably from its benchmark.
Portfolio managers Jeff Bailin and Aram Green bring a long tenure of investment experience.
Patient approach seeks to exploit opportunities due to mispricing of risk, market illiquidity and an emphasis on short-term results.
This Strategy is available in other investment vehicles including the following:
A focus on innovation and share takers has enabled the Strategy to deliver competitive long-term results.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 12.88 | 14.76 | 11.51 | 5.39 | 6.50 | 11.65 |
| Net of Fees | 12.17 | 13.80 | 10.57 | 4.50 | 5.60 | 10.71 |
| Russell 2000 Growth Index | 11.65 | 13.56 | 16.68 | 8.41 | 6.62 | 9.91 |
The Strategy's bottom-up approach has consistently led to concentrations in the information technology, health care, industrials and consumer discretionary sectors.
| Representative Portfolio | Russell 2000 Growth Index | |
|---|---|---|
| Consumer Discretionary | 7.72 | 9.38 |
| Consumer Staples | 8.44 | 2.25 |
| Energy | 2.51 | 2.96 |
| Financials | 9.28 | 10.42 |
| Health Care | 22.20 | 22.10 |
| Industrials | 23.63 | 22.07 |
| Information Technology | 22.53 | 22.24 |
| Materials | 2.75 | 3.51 |
| Communication Services | 0.00 | 2.50 |
| Utilities | 0.00 | 0.61 |
| Cash | 0.98 | 0.00 |
| Real Estate | 0.00 | 1.97 |
| Characteristics | Representative Portfolio | Russell 2000 Growth Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 35.3 | 26.0 |
| P/E Ratio (forward 12 mos.) | 30.4 | 22.1 |
| Price/Book | 7.5 | 6.1 |
| EPS Growth Next 3-5 Years (%) | 16.8 | 11.6 |
| Weighted Median Market Cap ($ bn) | 6.6 | 4.0 |
| Weighted Average Market Cap ($ bn) | 9.3 | 5.2 |
| ROE | 8.2 | 2.9 |
| Dividend Yield | 0.2 | 0.5 |
| Turnover (trailing 12 mos.) | 20.8 | - |
| 10 Year Risk Statistics | Composite | Russell 2000 Growth Index |
|---|---|---|
| Standard Deviation (%) | 21.41 | 21.25 |
| Sharpe Ratio | 0.49 | 0.45 |
| Tracking Error (%) | 5.84 | -- |
| R2 | 0.93 | -- |
| Alpha (%) | 1.05 | -- |
| Beta | 0.97 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Bloom Energy Corp | 3.66 |
| Casey's General Stores Inc | 3.02 |
| RBC Bearings Inc | 2.86 |
| Lattice Semiconductor Corp | 2.86 |
| Varonis Systems Inc | 2.73 |
| Wix.com Ltd | 2.57 |
| Construction Partners Inc | 2.42 |
| Penumbra Inc | 2.37 |
| BWX Technologies Inc | 2.36 |
| XPO Inc | 2.32 |
| Total | 27.19 |
| 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 Small Cap Growth Composite primarily invests in small capitalization stocks, non-U.S. equity securities and cash, with an objective of outperforming the Russell 2000 Growth Index. Results are calculated in U.S. dollars. The Russell 2000 Growth Index measures the performance of those Russell 2000 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.
