CLEARBRIDGE Overview
Clearbridge Investments Llc is an investment advisor that manages 103.1 BN dollars in regulatory AUM and has 178 employees, of which 65 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 105BN in positions, representing 101% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 105BN in positions, representing 101% of the manager's regulatory AUM.
CLEARBRIDGE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLEARBRIDGE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.36% | Tech | 15.47% | 0.28% | 0 | 53% | ||
| AAPL | 2.98% | Tech | 6.53% | -0.08% | 0 | 45% | ||
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FEATURED IN
CLEARBRIDGE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Terrence J. Murphy | Chief Operating Officer | March-2008 |
| Barbara B. Manning | Chief Compliance Officer | February-2006 |
| Harry D. Cohen | Co-Chief Investment Officer | October-2012 |
| Barbara B. Manning | General Counsel | July-2008 |
| Peter H. Nachtwey | Director | March-2011 |
| Terrence J. Murphy | President | March-2011 |
| Terrence J. Murphy | Director | March-2011 |
| Jeffrey A. Nattans | Director | October-2011 |
| Cynthia K. List | Chief Financial Officer | December-2011 |
| Scott K. Glasser | Co-Chief Investment Officer | October-2012 |
| Terrence J. Murphy | Chief Executive Officer | December-2012 |
CLEARBRIDGE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
CLEARBRIDGE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our Methods of Analysis
ClearBridge maintains a centralized research group that supports the portfolio management function. ClearBridge performs research on an ongoing basis for the maintenance of existing investments, and also in an effort to identify new investment opportunities. Research materials are shared among ClearBridge’s analysts and portfolio managers through a common technology platform, providing simultaneous access to past and current proprietary research as well as aggregated market intelligence from outside sources.
Both internally generated research and externally generated research are available to ClearBridge’s portfolio managers. The sources of information on which internal research may be based include, but are not limited to:
• Meetings with company managements
• Public company filings (10Ks, 10Qs, 8Ks, etc.)
• On-site company visits
• Serv...
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Our Methods of Analysis
ClearBridge maintains a centralized research group that supports the portfolio management function. ClearBridge performs research on an ongoing basis for the maintenance of existing investments, and also in an effort to identify new investment opportunities. Research materials are shared among ClearBridge’s analysts and portfolio managers through a common technology platform, providing simultaneous access to past and current proprietary research as well as aggregated market intelligence from outside sources.
Both internally generated research and externally generated research are available to ClearBridge’s portfolio managers. The sources of information on which internal research may be based include, but are not limited to:
• Meetings with company managements
• Public company filings (10Ks, 10Qs, 8Ks, etc.)
• On-site company visits
• Serv...
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CLEARBRIDGE Portfolio Concentration
CLEARBRIDGE Location
620 8TH AVENUE
NEW YORK, New York
UNITED STATES, 10018
NEW YORK, New York
UNITED STATES, 10018
CLEARBRIDGE Contact Information
Phone Number: 212-805-2000
Fax Number: 877-638-5508
Website: null
Fax Number: 877-638-5508
Website: null
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