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John Baldi

John Baldi

Managing Director, Portfolio Manager
27 Years experience
21 Years at firm

John is a Portfolio Manager on the Canadian Dividend Plus Strategy and Dividend Strategy at ClearBridge Investments. He joined the firm in 2004 and has 27 years of investment industry experience.

John joined the firm as an Equity Investment Analyst, transitioned to a Research Analyst covering the financials sector in 2005, became a Senior Portfolio Analyst supporting the Appreciation Strategy in 2016, and was named a Portfolio Manager on the Dividend Strategy in 2019. Prior to joining ClearBridge, he was a Senior Analyst covering specialty finance at JPMorgan Chase.

John received a B.S. in finance and economics from Boston College.

Experience

  • 27 years of investment industry experience
  • Joined the firm in 2004
  • ClearBridge Investments – Senior Portfolio Analyst, Appreciation Strategy
  • ClearBridge Investments – Research Analyst, Financials
  • ClearBridge Investments – Equity Investment Analyst
  • JPMorgan Chase – Senior Analyst, Specialty Finance
  • B.S. in finance and economics from Boston College

Perspectives

  • Diversifying to Lower Downside Risk
    Dividend Strategy 3Q25: Amid complacency in the face of historically high valuations, we continue to emphasize companies committed to meaningful dividend growth trading at more modest valuations.
  • Dividend Strategy 3Q25 Update
    Portfolio Manager John Baldi breaks down market and portfolio performance in the third quarter, highlighting the Strategy’s diversified positioning in a concentrated market.
  • Global Risks and High Market Prices Should Give Pause
    Dividend Strategy 2Q25: As markets have soared despite rising interest rates, elevated valuations and global risks, we have actively built a diversified portfolio of more conservatively valued securities.
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