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ClearBridge Investments, LLC

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ClearBridge Investments, LLC

Mission statement:

To provide personalized value-added service through participation in frequent client meetings and discussions, prompt dissemination of organizational and portfolio information and timely responses to client requests
With our detail oriented approach, we will guide separately managed institutional, high net worth and sub-advised clients from inception and will continue ongoing service throughout the life of the relationship.
We seek to grow the institutional and high net worth business by offering our capabilities through various distribution channels.

Overview:

ClearBridge Investments is a well-established global investment manager with a 45 year legacy and approximately $80.2 billion in assets under management, as of September 30, 2013. We are committed to long-term results through active management.

Led by the insight of proprietary, fundamental research and a team of Portfolio Managers with an average of 25 years of investment industry experience, our investment process provides clients with equity-focused strategies in a number of investment vehicles and personalized, value-added client service. Our strategies are oriented around three primary investment objectives: Managed Volatility, High Active Share and Income Solutions.

Explore our Separately Managed Accounts and Institutional Mutual Funds Share Classes to learn more.

Asset Under Management:

$80.2 billion (as of September 30, 2013).

Toll Free: +1 800 691 6960

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