ClearBridge Investments

ClearBridge Investments

Active equity management across global markets

Overview

ClearBridge Investments is an active equity manager offering strategies across global developed and emerging markets, local markets, and real assets. It builds diversified, high-conviction portfolios through collaborative fundamental research and long-term, risk-aware ownership of durable businesses. It differentiates itself with broad geographic reach, local market expertise, autonomous investment authority from Franklin Templeton, and a focus on durability to pursue steadier results across market cycles. Its goal is to deliver consistent process and performance for institutional and intermediary clients by owning durable businesses over the long term.

About ClearBridge Investments

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

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Simplify's Take

What believers are saying

  • Q3 2025 added 45 holdings worth $2.2B, including Emera $329M.
  • Boosted NVIDIA 1.28%, Broadcom 0.98%, Microsoft 0.92% positions.
  • All Cap Growth delivers 10.86% YTD net returns via cash flow analysis.

What critics are saying

  • Net outflows 2.26% from selling 35 stocks erode AUM base.
  • Tech overconcentration in NVIDIA, Microsoft corrects 20-30% on AI deflation.
  • Vaxcyte $14M biotech investment loses 15-25% on clinical failures.

What makes ClearBridge Investments unique

  • Manages $124.9B portfolio with 697 holdings, topping NVIDIA at 4.49%.
  • Emphasizes ESG via Stewardship Report and engagements for sustainability.
  • Appointed Stephen Rigo in 2022 for Appreciation ESG Strategies.

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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).

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