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Brian Lund, CFA

Brian Lund, CFA

Managing Director, Portfolio Manager
25 Years experience

"What matters in investing is not your forecast for a company’s performance, but how your forecast differs from the market’s."

Brian is a Portfolio Manager on the Small Cap Strategy at ClearBridge Investments. He joined ClearBridge in 2014 and has 25 years of investment industry experience.

Brian has been a member of the Small Cap Strategy portfolio management team since joining ClearBridge. Prior to joining ClearBridge, he was a Portfolio Manager and Senior Research Analyst at Legg Mason Capital Management, which completed its integration into ClearBridge in 2014; Equity Analyst covering gaming, lodging, and leisure firms and Mutual Fund Analyst at Morningstar; and Writer/Analyst at the Motley Fool, an online investment service.

Brian received an M.A. in Latin from the University of North Carolina at Chapel Hill and a B.A. in Greek and Latin from the University of Minnesota. He is also a member of the CFA Institute.

Experience

  • 25 years of investment industry experience
  • Joined ClearBridge Investments in 2014
  • Legg Mason Capital Management – Portfolio Manager
  • Legg Mason Capital Management – Senior Research Analyst
  • Morningstar – Mutual Fund Analyst, Equity Analyst for Gaming, Lodging and Leisure
  • The Motley Fool – Writer/Analyst
  • M.A. in Latin from the University of North Carolina at Chapel Hill
  • B.A. in Greek and Latin from the University of Minnesota
  • Member of the CFA Institute

Perspectives

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