The strategy is managed by a three-person team with extensive experience: Brian Angerame (32 years investment experience, 26 years at ClearBridge), Jeffrey Bailin (16 years experience, 11 years at firm), and Matthew Lilling (20 years experience, ClearBridge since 2010). Portfolio managers Angerame and Lilling have collaborated for over a decade, providing institutional continuity. The team manages a concentrated portfolio of 40-77 mid-cap growth companies selected through collaborative fundamental research supported by 54 research analysts across ClearBridge's platform.

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ClearBridge's investment philosophy emphasizes investing as long-term, risk-aware business owners seeking consistency of process and performance across market cycles. The Mid Cap Growth Strategy follows a high-conviction, concentrated, low-turnover approach with bottom-up fundamental analysis, targeting mid-cap growth companies with capital to foster high-return R&D innovation spending that enables market disruption, share gains, and compounded growth across economic environments. The strategy employs rigorous valuation discipline and focuses on sustainable growth franchises, expecting to hold companies for many years to allow compounding of earnings and cash flows.

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