Seeking Alpha

ClearBridge Global Growth Strategy Portfolio Manager Commentary Q3 2019

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Includes: CNSWF, EADSF, EADSY, ESTC, FIS, KBCSF, KBCSY, PANW
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.

A carefully maintained exposure to risk in our growth holdings enabled the portfolio to hold up better than the market through a period of turbulence.

Despite a historical performance gap between growth and value, we believe multiples of global growth stocks remain compelling.

While the sense of gloom has worsened in most global markets, we see reasons for optimism that are underpinned by accommodative monetary policy moves.