We source ideas using a variety of quantitative and qualitative tools and employ fundamental analysis to actively manage stock weightings based on three- to five-year return potential.
Introducing the ClearBridge US Value Strategy
An opportunistic approach to uncovering value in US equities. This strategy is style pure, but flexible. It embraces uncertainty by buying meaningfully undervalued US stocks, which are underappreciated by the market.
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Why invest in the strategy?
We insist on sound fundamentals but remain vigilant for new opportunities. Our approach to valuation targets stocks with a significant difference between their market price and intrinsic value. We then construct a portfolio that is centred around managing correlations and volatility, aiming to achieve attractive risk-adjusted returns over a full market cycle.
Valuation managers
We interpret stock price expectations to unveil potential future values.
High active share
We aim to generate excess returns by deviating from the benchmark index.
Long-term focus
We take advantage of short-term market mispricing.
Our investment approach
We believe that to generate excess returns consistently, we must find and exploit mispriced stocks.
Active management
Probabilistic approach
Rather than build our portfolio around a single forecast, we utilise a probability-driven approach to evaluate as many possible future scenarios at reasonable valuations. This allows us to optimise our positioning for a multitude of economic scenarios and adapt to changes in correlations and volatility.
Variant perception
Our rigorous investment framework incorporates behavioural finance and embedded market expectations. We create a testable investment thesis articulating the divergence between a company’s intrinsic value and its market price. This allows us to react swiftly and decisively when facts change.
Meet the team
Portfolio managers Sam Peters, Jean Yu and Reed Cassady bring a long tenure of investment experience and are supported by two portfolio analysts dedicated to supporting the Value Equity Strategy and related portfolios. The team is also supported by the 17-person Global sector research team at ClearBridge, a central resource that provides research to all strategy teams. The team takes a disciplined approach and does not deviate from its fundamental, bottom-up stock selection investment process.
Reed Cassady, CFA®
Sam Peters, CFA®
Managing Director, Portfolio Manager
Jean Yu, CFA®, PhD
Managing Director, Portfolio Manager
Why ClearBridge for US Value Equity?
FTF ClearBridge US Value Fund (onshore)
FTGF ClearBridge Value Fund (offshore)
Performance page
Factsheet
ClearBridge Investments
ClearBridge Investments is a leading global equity manager committed to delivering long-term results through authentic active management. We have followed this approach for more than 60 years and continue to offer investment solutions that emphasise differentiated stock selection.
Our investment decisions are supported by a robust research platform, which conducts in-depth fundamental analysis. We offer a range of strategies tailored to meet investment objectives for investors seeking consistent and attractive investment solutions.