CLEARBRIDGE LLC Overview

Clearbridge Llc is an investment advisor that manages 5.4 BN dollars in regulatory AUM and has 23 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 97% of the manager's regulatory AUM.

CLEARBRIDGE LLC StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CLEARBRIDGE LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.33% Tech 8.31% 0.21% 0 36%
NXPI 2.95% Tech -3.61% -0.17% 0 13%
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FEATURED IN
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CLEARBRIDGE LLC Founders and Key Employees

Name Title In Position Since
Jeffrey A. Nattans Manager April-2009
Peter H. Nachtwey Manager October-2011
Terrence J. Murphy Chief Executive Officer, President, Chief Operating Officer And Manager June-2013
Scott K. Glasser Co-Chief Investment Officer June-2013
Cynthia K. List Chief Financial Officer June-2013
Harry D. Cohen Co-Chief Investment Officer June-2013
Barbara B. Manning General Counsel And Chief Compliance Officer June-2013

CLEARBRIDGE LLC Brokers, Custodians, Auditors and Administrators

Type Company

CLEARBRIDGE LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis
ClearBridge, LLC offers a variety of investment mandates to a global-client base. Each strategy adheres firmly to ClearBridge, LLC's value-driven, research intensive investment process (See Section entitled “Advisory Business” for more information). By adhering to a consistent, value-driven process, ClearBridge, LLC strives to outperform its benchmarks over the long term. ClearBridge, LLC seeks to provide its client accounts with long-term capital appreciation by actively selecting securities that the Firm believes are trading at a discount to intrinsic value.

ClearBridge, LLC’s primary strategies are:

• Value Equity, which is designed for investors seeking a concentrated portfolio of primarily large-cap U.S. securities.
• Small-Cap Core is designed for investors seeking a concentrated portfolio of primarily small-cap U.S. securities.
...
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CLEARBRIDGE LLC Portfolio Concentration

CLEARBRIDGE LLC Location

100 INTERNATIONAL DRIVE
BALTIMORE, Maryland
UNITED STATES, 21202

CLEARBRIDGE LLC Contact Information

Phone Number: 866-410-5500
Fax Number: 410-454-5372
Website:

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