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Deepon Nag

Deepon Nag

Managing Director, Portfolio Manager
17 Years experience
10 Years at firm

Deepon is a Portfolio Manager on the Large Cap Value Strategy and the Co-Director of Research at ClearBridge Investments. He joined the firm in 2016 and has 17 years of investment industry experience, as well as five years of technology industry experience.

Deepon joined the firm 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

  • 17 years of investment industry experience
  • 5 years technology industry experience
  • Joined the firm in 2016
  • 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

  • Quality Wins as Leadership Broadens
    Large Cap Value 1Q26: The Strategy’s anchoring in high-quality companies with durable moats and predictable cash flows was rewarded in the quarter’s shift in market leadership.
  • Renewed Focus on Fundamentals a Positive Sign
    Large Cap Value ESG 1Q26: Tangible earnings, pricing power and lower disruption risk are key components in the quality franchises we seek in the portfolio.
  • 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.
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