ClearBridge Small Cap Strategy Portfolio Manager Commentary Q1 2021
ClearBridge Investments
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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.
- Underlying the strong performance of small caps in the first quarter was a more than 16 percentage point outperformance for small cap value over small cap growth.
- The past year has been a remarkable period, during which every one of the factors involved in option valuation has been favorable.
- We are finding no lack of investments with current cash flows and asset values at attractive prices in the market.
Source: ClearBridge Investments
Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
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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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