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Evan Bauman

Evan Bauman

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

"Shareholder value can potentially be maximized through investments in companies and industries in which returns exceed the cost of capital."

Evan is a Portfolio Manager on the All Cap Growth and Growth strategies at ClearBridge Investments. He joined the firm in 1996 and has 30 years of investment industry experience.

Evan joined the firm as an intern and was a Portfolio Analyst for several years prior to becoming a Portfolio Manager on the All Cap Growth and Growth strategies.

Evan received a B.S. in mathematics from Duke University.

Experience

  • 30 years of investment industry experience
  • Joined the firm in 1996
  • B.S. in mathematics from Duke University

Perspectives

Balance and Discipline Guide Growth Through Volatility
Growth 1Q26: Our multiyear portfolio evolution has resulted in a more balanced expression of growth, enhancing resilience and the ability to capture long-term upside.
Growth Pressured by Rotation, Supported by Diversification
All Cap Growth 1Q26: Broad-based weakness in software and health care disruptors drove underperformance, partially offset by strength in semiconductors, materials and select consumer holdings.
Balance Matters When Markets Rotate
Growth 4Q25: A balanced, high active share approach drove a third consecutive quarter of outperformance amid heightened volatility and rapid market reversals.
Broad Participation Supports Continued Upside
Growth 3Q25: Outperformance was driven by momentum in our AI levered names as well as the rise in defense spending and increased cryptocurrency demand.
Harnessing AI Growth Across Sectors
Growth 2Q25: The Strategy’s AI exposure was a significant contributor, led by a balance of longtime holdings and disruptor names that we have added to the portfolio over the last several years.
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