ClearBridge SMID Cap Growth 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.
- The Strategy outperformed through a rotation out of growth stocks as our preference for sturdy fundamentals and value-creating management teams provided ballast amid rising speculation in lower-quality names.
- We established nine new positions during the quarter across five sectors, increasing our exposure to innovative growth companies and those geared for a reopening of the economy.
- Recent results reflect the work done over the last several quarters to maintain diversified exposure to small and mid-cap growth companies while paying close attention to risk.
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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