The fund is managed by an experienced team led by Dmitry Khaykin, Managing Director and Portfolio Manager with 30 years of investment industry experience, who joined ClearBridge in 2003 and holds an M.B.A. from Wharton School and B.A. from NYU. Deepon Nag serves as Co-Managing Director and Portfolio Manager as well as Co-Director of Research, bringing 17 years of investment industry experience plus 5 years of technology industry experience, with an M.B.A. from Columbia Business School and B.S. in computer science and mathematics from University of Puget Sound. The management team combines deep fundamental analysis expertise with technology sector knowledge, having previously worked at prestigious firms including Gabelli Asset Management, Macquarie Capital, Millennium Partners, and Intel. Both managers have demonstrated long tenure at ClearBridge with Khaykin advancing from Senior Media-Telecom Analyst to Portfolio Manager since 2007, and Nag progressing from Senior Research Analyst to Portfolio Manager since joining in 2016.

Read More

The ClearBridge Large Cap Value Strategy employs a fundamentally based bottom-up investment process to identify mispriced high-quality franchises operating in attractively structured end markets. The core investment tenet is to invest in high-quality businesses with underappreciated, sustainable, durable competitive advantages, with the conviction that this is the path to superior returns through the cycle. The strategy emphasizes rigorous valuation discipline to find attractive stocks when no one wants them, applying more than 100 years of combined investment experience to the bottom-up stock selection process. Portfolio managers focus on being mindful of concentration and trade policy-related risks to actively position portfolios to best navigate elevated uncertainty, while maintaining a persistent bias toward healthcare, energy, and information technology sectors based on sustainable growth franchises.

Read More