×
×
×
×
×

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.
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

  • Crude Helped, Chips Hurt
    Value 3Q26: We are maintaining measured exposure to AI leaders while emphasizing diversification among attractively valued, durable businesses in overlooked sectors.
  • Energy Hedges the AI Trade
    While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more effectively.
  • Megaprojects: A Cross-Sector Industrial Capex Cycle
    An industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.
  • 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.
  • Value Strategy 2Q26 Update
    Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the second quarter, recent buys and sells and how a less one-dimensional market creates opportunities for disciplined value investors.
MORE