Introduction to ClearBridge Advisors
Peter Sundman
Our CEO provides a brief overview of ClearBridge, offering insights into our firm's history, investment process and culture, plus his vision for our future.
Exclusive Morningstar Interview
Hersh Cohen
Chief Investment Officer and Senior Portfolio Manager Hersh Cohen explains why recent economic downturn was unique and tells investors where they can find values today.
Aggressive Growth Strategy
Evan Bauman and Richard Freeman
Evan and Richie share their time-tested approach to building a portfiolio of stocks that can grow over the long term, and reveal the vital role of valuation in both stock selection and risk management.
ClearBridge Research Platform
Chris Eades and Thomas Hudson, CFA
Our Fundamental Research Team's Co-Directors explain the unique structure, collaborative analytical process and information advantages that help set us apart from our competitors.
Convertible Securities Strategy
Peter Luke and Patrick McElroy, CFA
Peter and Patrick explain the three categories of convertible securities they use in an effort to augment the risk-reward profile of their stock portfolio, in both up and down markets.
Diversified Large Cap Growth Strategy
Thomas Hudson, CFA, and Evan Bauman
Tom and Evan explain how they seek to add value through security selection, how they leverage our Fundamental Research team in portfolio construction, and their risk management discipline.
Equity Income Strategy
Harry "Hersh" Cohen and Peter Vanderlee, CFA
Hersh and Peter explain their investment philosophy and process, the role of valuation in their approach, and how they collaborate in the day-to-day management of the strategy.
Environmental, Social and Governance Investment Program
Mary Jane McQuillen and Karoline Barwinski
Our ESG Team explains how they use an investment-oriented process to create and manage portfolios in accordance with a client's social investment policy guidelines.
Large Cap Growth Strategy
Scott Glasser and Peter Bourbeau
Scott and Peter discuss their investment goals, their bottom-up, fundamental-driven investment process, how they seek to manage risk in their portfolios and more.
Large Cap Value Strategy
Dmitri Khaykin and Robert Feitler, Jr.
Dimitry and Robert discuss the four-step investment process they use to seek out companies with strong business franchises that are priced at a discount to their intrisic value.
Mid Cap Core Strategy
Brian Angerame and Derek Deutsch, CFA
Learn how Brian and Derek combine in-depth quantitative and fundamental analysis in their search for mid-cap companies with undervalued earnings potential.
Opportunity Strategy
Peter Hable
Peter explains the investment philosophy and process his team uses in managing the strategy and the four elements they use to find deep values.
Small Cap Growth Strategy
Jeffrey Russell, CFA and Aram Green
Jeff and Aram walk you through all the steps in their bottom-up investment process and detail the qualities they look for in a small-cap growth company.
Small Cap Value Strategy
Peter Hable
Peter details the investment philosophy and process his team uses in managing the strategy and the three additional steps he takes in order to avoid the classic "value trap."