×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
Matthew Lilling, CFA

Matthew Lilling, CFA

Portfolio Manager, Co-Director of Research
20 Years experience
16 Years at firm

Matthew is a Portfolio Manager on the Mid Cap, Mid Cap Growth, and SMID Cap Growth strategies and the Co-Director of Research at ClearBridge Investments. He joined the firm in 2010 and has 20 years of investment industry experience.

Matthew joined the firm as a Portfolio Analyst on the Small and Mid Cap Team and became a Portfolio Manager in 2020. Prior to joining ClearBridge, he was a Private Equity and M&A Advisory Associate at MTS Health Partners and an Investment Banking Analyst in the Communications and Media Group at Lehman Brothers.

Matthew received an M.B.A. from Columbia Business School and a B.A. in economics from Emory University. He is a CFA® charterholder and a member of the CFA Society New York.

Experience

  • 20 years of investment industry experience
  • Joined the firm in 2010
  • MTS Health Partners - Private Equity and M&A Advisory Associate
  • Lehman Brothers - Investment Banking Analyst, Communications and Media Group
  • M.B.A. from Columbia Business School
  • B.A. in economics from Emory University
  • CFA® charterholder, Member of the CFA Society New York

Perspectives

  • Stock Selection Shines Through Growth Reset
    SMID Cap Growth 3Q26: A volatile quarter reset expectations across SMID growth, with investors increasingly rewarding quality, execution and free cash flow discipline.
  • Macro Pressure Offsets Health Care Strength
    Mid Cap 3Q26: Higher rates, fuel costs and AI capex concerns pressured industrial and cyclical holdings, outweighing strength in health care during a difficult quarter for mid caps.
  • Keeping Pace Through Macro Headwinds
    Mid Cap Growth 3Q26: Positive stock selection in IT, health care and industrials helped, but higher oil prices, rising rates and industrials weakness created a difficult relative backdrop.
  • When Revenue Acceleration Overwhelms Quality
    AI-driven scarcity is allowing perceived lower-quality companies to post the revenue growth, margin expansion and rising returns investors associate with quality businesses.
  • High-Beta SMID Rally Downplays Quality
    SMID Cap Growth 2Q26: An exceptionally strong growth rally favored speculative AI infrastructure, challenging quality-oriented strength in industrials and biotech.
MORE