ClearBridge Large Cap Growth Strategy Portfolio Manager Commentary Q1 2019

|
Includes: AAP, ALXN, AMZN, BABA, BIIB, BMY, CELG, CMG, FB, GRUB, IWB, IWF, IWR, KO, MSFT, NTNX, NVDA, QCOM, REGN, TMO
by: ClearBridge Investments
Summary

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers.

Positioning changes implemented during the latest selloff proved beneficial as equities staged a powerful first-quarter rebound.

Strength in consumer discretionary and health care companies drove results.

We are closely monitoring potential regulatory and legislative developments in the technology and health care sectors as well as signs that we are entering the later stages of the economic cycle.