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Deepon Nag

Deepon Nag

Managing Director, Portfolio Manager
16 Years experience
9 Years at firm

Deepon is a Portfolio Manager on the Large Cap Value Strategy at ClearBridge Investments. He joined ClearBridge in 2016 and has 16 years of investment industry experience, as well as five years of technology industry experience.

Deepon joined ClearBridge as a Senior Research Analyst covering information technology hardware, was named a Senior Portfolio Analyst on the Large Cap Value Strategy in 2022 and became a Portfolio Manager on the same Strategy in 2023. Prior to joining ClearBridge, he was a Senior Research Analyst covering semiconductors at Macquarie Capital; Research Analyst at Millennium Partners focusing on semiconductors and telecom; and a Lead Software Engineer in Design Automation at Intel.

Deepon received an M.B.A. from Columbia Business School and a B.S. in computer science and mathematics from the University of Puget Sound.

Experience

  • 16 years of investment industry experience
  • 5 years technology industry experience
  • Joined ClearBridge Investments in 2016
  • ClearBridge Investments – Senior Portfolio Analyst
  • ClearBridge Investments – Senior Research Analyst
  • Macquarie Capital – Senior Research Analyst, Semiconductors
  • Millennium Partners – Research Analyst, Semiconductors and Telecom
  • Intel – Lead Software Engineer, Design Automation
  • M.B.A. from Columbia Business School
  • B.S. in computer science and mathematics, University of Puget Sound

Perspectives

  • A Tighter Risk Framework Lowering Volatility
    Large Cap Value 3Q25: We have made concerted efforts this year to neutralize momentum exposure, reduce outsize bets in higher-volatility stocks and implement tighter underwriting across the portfolio, with positive results so far.
  • Improving Market Breadth Offers Value Opportunities
    Large Cap Value ESG 3Q25: We believe the current market offers significant value opportunities as capital flows shift from high-flying growth stocks to overlooked, high-quality businesses.
  • How Collaborative Research Drives Active Alpha
    Podcast: Matthew Lilling and Deepon Nag, ClearBridge’s Co-Directors of Research, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions.
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