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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
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The ClearBridge Growth Strategy seeks long-term capital appreciation by investing in high-quality growth businesses, maintaining patience through cyclical noise and allowing winners to compound past traditional mid-cap capitalization thresholds. During the third quarter of 2026, the strategy meaningfully outperformed its benchmark, the Russell Midcap Growth Index, driven by robust stock selection within information technology and industrials. Performance was led by strong rebounds in software and security holdings including CrowdStrike and Shopify, along with resilience in healthcare compounders like Vertex Pharmaceuticals and molecular diagnostics leader Natera. Relative gains were partially dampened by an underweight to energy amid rising crude prices and headwinds in select infrastructure holdings such as Vertiv and MasTec due to project timing delays. In response to broad market volatility stemming from a Federal Reserve rate hike and an unwind of crowded artificial intelligence momentum trades, management selectively initiated and scaled positions in optical and data center connectivity leaders while reallocating capital within industrials toward businesses with enhanced cost controls.
Deliver superior long-term compounding by investing across the growth spectrum and allowing durable winners to compound beyond market-cap benchmarks.
Management anticipates pronounced bifurcation across equity markets as reported earnings reveal whether generative artificial intelligence accelerates company momentum or erodes competitive positioning. The team intends to position the strategy to benefit from this dispersion by continuing to identify leaders in areas where AI implications are broadening beyond megacap hyperscalers, particularly within networking, resilient software platforms, and specialized industrial infrastructure.
As of Oct 12, 2026
ClearBridge Investments, LLC is a leading global equity manager operating as a wholly-owned subsidiary of Franklin Resources, Inc. (Franklin Templeton) while maintaining investment autonomy. Founded with origins tracing back over 60 years to 1962, the firm manages over $200 billion in assets under management as of September 2025. The company is headquartered in New York with global offices and employs 361 professionals including 74 portfolio managers. ClearBridge has been recognized by Pensions & Investments Magazine as a 'Best Place to Work in Money Management' for fourteen consecutive years.
Lead Portfolio Manager
Moderate Conviction Bullish
Market Conviction
Growth Outlook
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