ClearBridge Investments

ClearBridge Investments

Overview

About ClearBridge Investments

Simplify's Rating
Why ClearBridge Investments is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Quantitative Finance

Financial Services

Company Size

201-500

Company Stage

N/A

Total Funding

$4B

Headquarters

New York City, New York

Founded

2005

Simplify Jobs

Simplify's Take

What believers are saying

  • Scale advantages in research and portfolio construction enable competitive edge versus smaller active managers.
  • Disciplined long-term holding approach attracts institutional clients seeking stable, conviction-driven investment strategies.
  • Renewable energy positioning aligns with structural energy transition tailwinds and ESG mandate growth.

What critics are saying

  • Passive ETF giants capture 65% of equity inflows, starving active managers of mandates.
  • Heavy NVIDIA concentration (4.49% of portfolio) exposed to AI bubble deflation and client redemptions.
  • Talent poaching by T. Rowe Price and Wellington amid fee compression erodes competitive capabilities.

What makes ClearBridge Investments unique

  • Manages $200B+ AUM with disciplined 9.86% portfolio turnover and 15.2-quarter average holdings.
  • High-conviction active share strategies outperformed in 1Q26 amid AI uncertainty and market volatility.
  • 5%+ stakes in renewable energy infrastructure (Clearway Energy, Brookfield Renewable) signal ESG conviction.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$4B

Above

Industry Average

Funded Over

0 Rounds

Benefits

Health Insurance

Retirement savings, stock purchase and other incentive programs to help employees plan for the future

Holiday, paid-time-off and other employee programs that support work-life balance

Learning, development and career advancement opportunities

Ways to get involved in, and give back to, our communities, including paid time off for volunteering and charitable donation matching

Company News

ESG Post
Apr 15th, 2025
US regulator approves first green stock exchange

Read Later ClearBridge Investments has introduced the Global Value Improvers Fund, designed to offer exposure to undervalued companies...

MarketBeat
Jan 19th, 2025
Fabrinet (NYSE:FN) Shares Acquired by Hennion & Walsh Asset Management Inc.

Clearbridge Investments LLC purchased a new stake in Fabrinet in the 2nd quarter worth $27,911,000.

Databricks
Dec 31st, 2024
Databricks Raises $1.6B at $38B Valuation | Databricks

Strong valuation increase reflects adoption of lakehouse as the data and AI architecture of the future.

ClearBridge Investments
Dec 9th, 2024
P&I Names ClearBridge Best Place to Work 2024

ClearBridge Investments has been named by Pensions and Investments Magazine (P&I) as one of the Best Places to Work in Money Management for the 13th year in a row.

MarketBeat
Oct 7th, 2024
Clearbridge Investments LLC Invests $1.01 Million in NRG Energy, Inc. (NYSE:NRG)

Clearbridge Investments LLC invests $1.01 million in NRG Energy, Inc. (NYSE:NRG).

Recently Posted Jobs

Sign up to get curated job recommendations

ClearBridge Investments is Hiring for 2 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →