ClearBridge Sustainability Leaders Strategy Portfolio Manager Commentary Q2 2019

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Includes: AGIO, BAC, COT, DIS, DISCA, ECL, ETSY, GOOG, GOOGL, IR, JLL, KEYS, LYFT, MLHR, MRK, MSFT, SCHW, SEDG, SSDOY, TREX, UNH, WBC
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.

Equities endured a volatile second quarter on the way to finishing at new record highs.

The portfolio benefited from strong contributions from the technology and industrials sectors.

Recent research confirms the persistence of a positive relationship between gender diversity and business performance.