The fund is managed by Margaret Vitrano and Erica Furfaro, who bring complementary expertise and extensive experience to the Large Cap Growth strategy. Margaret Vitrano has been with ClearBridge since 1997 and has 28 years of investment industry experience, managing the fund since October 2012. Erica Furfaro joined as co-manager in December 2024, bringing 21 years of investment experience from prestigious firms including Millennium Partners, York Capital Management, The Carlyle Group, and Merrill Lynch, along with academic credentials including an MBA from Stanford and BA from Cornell. Both managers are actively engaged in market commentary and maintain a long-term ownership mentality in their investment approach. Their combined experience spans multiple market cycles and various investment strategies.

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The fund employs a rigorous fundamental analysis approach with a focus on long-term capital appreciation through investment in large capitalization U.S. companies with high growth potential. The investment team approaches portfolio companies as business owners, holding stocks for an average of five years with a low-turnover, buy-and-hold philosophy. The portfolio typically contains 40-50 high-conviction stocks selected through bottom-up fundamental research, with sector weightings as by-products of that process. The strategy integrates rigorous risk management and ESG factors while maintaining valuation discipline to identify attractive opportunities. The team seeks to avoid anchoring expectations by relying on disciplined valuation methods to find quality companies when market sentiment is unfavorable.

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