ClearBridge Investments is a leading global equity manager committed to delivering diversified long-term returns through true active management. The firm has a legacy dating back over 50 years. The fund is integrated with the global investment management firm Legg Mason, unlocking operational efficiencies. As of Q2 2020, the firm had close to $150 billion under management.
Investors following the company’s 13F filings over the last 3 years (from mid-May 2017 through mid-May 2020) would have generated annualized total returns of 8.0%. For comparison, the S&P 500 ETF (SPY) generated annualized total returns of 7.9% over the same time period.
Note: 13F filing performance is different than fund performance. See how we calculate 13F filing performance here.
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