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Dmitry Khaykin

Dmitry Khaykin

Managing Director, Portfolio Manager
30 Years experience
23 Years at firm

"A bottom-up approach is essential to finding companies that have attractive valuations and franchises capable of producing superior returns."

Dmitry is a Portfolio Manager on the Large Cap Value Strategy at ClearBridge Investments. He joined the firm in 2003 and has 30 years of investment industry experience.

Dmitry joined the firm as a Senior Research Analyst, covering the media and telecom sectors, and became a Portfolio Manager on the Large Cap Value Strategy in 2007. Prior to joining the firm, he was a Research Analyst at Gabelli & Company, where he concentrated on the telecommunications sector. He began his career at Morgan Stanley as an Associate in the Risk Management Division.

Dmitry received an M.B.A. in finance and accounting from The Wharton School of the University of Pennsylvania and a B.A. in economics and computer science from New York University.

Experience

  • 30 years of investment industry experience
  • Joined the firm in 2003
  • Gabelli & Company – Research Analyst, Telecommunications
  • Morgan Stanley – Associate, Risk Management
  • M.B.A. in finance and accounting from The Wharton School of the University of Pennsylvania
  • B.A. in economics and computer science from New York University

Perspectives

  • Reset in Quality Stocks Opens Opportunities
    Large Cap Value 2Q26: Extreme risk taking in the market has led to a large selloff in the high-quality defensive stocks that make up the backbone of our portfolio.
  • Seeking Transparency in Social Media Youth Policy
    Large Cap Value ESG 2Q26: We are testing the real-world effectiveness, credibility and trade-offs of social media youth safety efforts as part of our active stewardship.
  • 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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