ClearBridge Mid Cap Strategy Portfolio Manager Commentary Q1 2019

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Includes: ALK, ALXN, AZPN, BERY, CVNA, DOX, IR, IWP, IWR, IWS, KEYS, LAZ, LRCX, LYV, MTN, NFX, PINC, WBC, WCG, XLNX
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.

An about-face on interest rates by the Federal Reserve sparked a strong rebound for stocks, with mid caps among the best performers.

Solid results from companies across the portfolio, centered in stocks exposed to the consumer, drove returns.

We continue to take advantage of opportunities provided by volatility to reposition the portfolio across mid cap growth and value stocks.