ClearBridge - Trading

At ClearBridge Advisors, our experienced Portfolio Managers have their own distinct investment processes and priorities when managing their portfolios, but they all share a fundamental approach to security selection and valuation analysis.

A Collaborative Approach Based on Fundamental Research

Our specialized research team serves as a crucial shared resource, helping Portfolio Managers to find potential new investments and to conduct constant surveillance of their current portfolio holdings.

An Integral Component of Our Investment Process

ClearBridge Advisors' centralized trading desk is a key component of the complete investment process. By communicating throughout the day with PMs and analysts, our traders feed back real-time, vital market data that helps inform investment decisions. The desk is staffed by 9 traders and supervised by the Head of Trading, who is responsible for ensuring the efficacy and efficiency of the equity trading function for all investment teams at the firm.

“Our traders leverage years of experience, market knowledge and relationships to help enhance portfolio performance.”

Patrick Collier

Managing Director, Head of Equity Trading

Profile

Specialization and Depth

All of our Portfolio Management teams work with a specialized, designated trader who is thoroughly familiar with their portfolios. Our traders have years of in-depth experience in executing trades in various markets, leveraging market knowledge and relationships in an effort to achieve best execution in terms of price and liquidity.

Our Trading Desk

The experienced professionals that make up our centralized trading desk have an average of 16 years of investment industry experience.

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