Source: ClearBridge Investments
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ClearBridge Mid Cap Strategy Portfolio Manager Commentary Q1 2021
ClearBridge Investments
1.81K Followers
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.
- Recent outperformance reflects the work done over the last several quarters to maintain a high-quality, diversified portfolio while paying close attention to risk.
- We have been disciplined in trimming strong performers among our growth holdings and redeploying the proceeds in more attractive opportunities in value areas with improving fundamentals.
- We maintained our pace of portfolio activity during the first quarter, adding six new positions while exiting seven names.
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1.81K Followers
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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