ClearBridge Sustainability Leaders Strategy Portfolio Manager Commentary Q3 2020

Oct. 19, 2020 1:30 PM ETAAPL, SEDG, ENPH, VWDRY, VWSYF, BEP, MLKN, TREX, BALL, VITL, BMRN, GILD, RRX, ALXN, JLL, ADP, ORA, BEPC, NEE, BEP.UN:CA, BEPC:CA

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.
  • Our diversified approach to portfolio construction, balancing technology names with more cyclical and defensive stocks, helped the Strategy outperform in the third quarter.
  • As lockdowns eased and demand recovered, smaller manufacturers retooled to operate safely in a COVID-19 environment, making positive contributions.
  • Developing the energy grid of the future will require an ecosystem of renewable energy innovators and adopters, and several ClearBridge holdings are playing a role.

PORTFOLIO MANAGER COMMENTARY
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Source: ClearBridge Investments

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.

This article was written by

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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