ClearBridge Small Cap Value Strategy Portfolio Manager Commentary Q1 2019

May 03, 2019 5:40 AM ETIWN, GTN, AVID, IRDM, CHX, PTEN, DAN, CRI, NR, NWE, WMK, SGRY, HNSBF, BGGSQ, HTLF

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.
  • The U.S. equities market rebounded in the first quarter of 2019 after the factors that pressured stocks in the fourth quarter mostly reversed.
  • Our communication services and energy holdings performed well in the first quarter, while some health care names lagged the market.
  • We have tilted our positioning toward companies with stronger balance sheets, more resilient business models and, on balance, less cyclical sensitivity.

PORTFOLIO MANAGER COMMENTARY
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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. We convey these ideas to investors on a frequent basis through investment commentaries and thought leadership and look forward to sharing the latest insights from our white papers, blog posts as well as videos and podcasts.
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