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Evan Bauman

Evan Bauman

Managing Director, Portfolio Manager
29 Years experience
29 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 29  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

  • 29 years of investment industry experience
  • Joined the firm in 1996
  • ClearBridge Investments – Portfolio Analyst
  • B.S. in mathematics from Duke University

Perspectives

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.
Balance Not Enough in AI-Driven Market
All Cap Growth 3Q25: The growth market has seen a wide divergence between “AI winners” and “AI losers” since the lows following Liberation Day, most notably within the technology sector, which has been a primary headwind to Strategy performance.
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.
Seizing On Volatility to Upgrade Growth Profile
Growth 1Q25: We took advantage of the market dislocation to add oversold stocks in utilities and consumer discretionary and enhanced our focus on higher conviction names by exiting five smaller positions.  
Contributors Beyond Mega Caps Offset Volatility
All Cap Growth 1Q25: We believe the Strategy is well-positioned for a period of heightened uncertainty, with generally lower tariff exposure and holdings beyond the Magnificent Seven starting to deliver better earnings growth.
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