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Sam Peters, CFA

Sam Peters, CFA

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

"As active managers, we must be arrogant enough to think we can beat the market by discovering price-value gaps, yet humble enough to acknowledge that we will be wrong at times, and still courageous enough to bet our convictions."

Sam is a Portfolio Manager on the Value Strategy at ClearBridge Investments. He joined the firm in 2005 and has 33 years of investment industry experience.

Sam began his tenure as a Portfolio Manager at Legg Mason Capital Management, which completed its integration into ClearBridge in 2014. Previously, he served as a Portfolio Manager and Health Care Sector Team Leader at Fidelity Management & Research. He joined Fidelity in 1999 as a Bank Analyst. Sam founded Samuel M. Peters Investment Advisors, an independent advisory firm. He was also a Financial Consultant for Eppler, Guerin & Turner.

Sam received an M.B.A. from the University of Chicago and a B.A. in economics from the College of William & Mary. He is a CFA® charterholder.

Experience

  • 33 years of investment industry experience
  • Joined the firm in 2005
  • Fidelity Management & Research – Portfolio Manager, Health Care Sector Team Leader
  • Samuel M. Peters Investment Advisors – Founder
  • Eppler, Guerin & Turner – Financial Consultant
  • M.B.A. from the University of Chicago
  • B.A. in economics from the College of William & Mary
  • CFA® charterholder

Managed Strategies

Perspectives

  • Value’s Lead Holds Through Growth Rebound
    Value 2Q26: Growth and AI infrastructure led the second-quarter rebound, but value remained ahead year to date on cash flow durability and real asset exposure.
  • Pending Mega IPOs Could Curb Passive Positive Feedback Loop
    Two new sources of negative feedback are emerging to curb passive’s positive feedback: the disappearance of share buybacks and the pending mega IPOs.
  • Hope Is Not a Strategy: Positioning for Oil Scarcity
    Strait of Hormuz disruptions are straining global oil inventories, creating a potential scarcity shock and prompting portfolio changes to hedge against a tighter energy market.
  • Value Resilience Amid Volatility
    Value 1Q26: Value stocks outperformed, even as volatility and sector rotations challenged broader equity markets.
  • Value Strategy 1Q26 Update
    Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the first quarter, recent buys and sells and how a broadening market and stronger support for asset-sensitive sectors creates opportunities for disciplined value investors.
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