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Brian Lund

Brian Lund

Analyst and Portfolio Manager at Clearbridge Investments, LLC

Baltimore, MD , United States

About

Brian Lund is a Portfolio Manager and Analyst at ClearBridge Investments, based in Baltimore, MD. He specializes in managing the firm's Small Cap Strategy, focusing on identifying investment opportunities among small cap equities and overseeing portfolio construction and research in this space. Brian is recognized for his expertise in small cap stocks, including coverage across sectors such as gaming, lodging, and leisure, and regularly contributes perspectives on market cycles, speculative trends, and sector-specific innovation—particularly in areas like carbon capture and ESG-related strategies.

Prior to joining ClearBridge in 2014, Brian held senior roles at Legg Mason Capital Management, where he served as both a Portfolio Manager and Senior Research Analyst through the firm's integration into ClearBridge. Earlier in his career, he was an Equity Analyst and Fund Analyst at Morningstar, with a sector focus on gaming, lodging, and leisure companies, and a Writer/Analyst at The Motley Fool.

Brian holds an MA in Latin from the University of North Carolina at Chapel Hill and a BA in Greek and Latin from the University of Minnesota-Twin Cities, and is a CFA charterholder. With over 25 years of investment industry experience, he is a notable contributor to professional discourse on small cap strategies and sector innovation, including appearances on financial media discussing portfolio diversification, market performance, and emerging trends.

Career History

OrganizationRoleDate RangeDetails
ClearBridge InvestmentsAnalyst and Portfolio ManagerAug 2004 to Present
History of growth and promotion at this dynamic equity investment organization Served as Assistant Director of Research; analyzed a wide range of companies • Team Leader and Portfolio Manager, LMCM Di...
Morningstar IncEquity AnalystJan 2003 to Jan 2004
Researched, modeled, and published on gaming, automotive and diversified industrial companies • Wrote feature articles for the public website on general investing topics • Made media appearances in CN...
MorningstarFund AnalystJan 2002 to Apr 2003
• Researched and critiqued the management of over 100 mutual funds from T Rowe Price, Vanguard, Fidelity, and other fund companies • Wrote feature articles and assisted with online educational and dai...
The Motley FoolAnalystJan 2000 to Jan 2001
• Co-managed the Rule Breaker portfolio (following a high-growth, high-risk strategy) and contributed to a daily publication on the topic; analyzed individual companies for premium products • Develope...

Education

University of North Carolina at Chapel Hill

MA, Latin

1992 1997

University of Minnesota-Twin Cities

BA, Greek and Latin

1988 1992

Skills & Expertise

Chartered Financial Analyst, 2005
Equity Research
Equities
Financial Modeling
Bloomberg
Investments
Asset Management
Valuation
Portfolio Management
Equity Valuation
Hedge Funds
Fixed Income
Financial Analysis
Mutual Funds
Capital Markets
Alternative Investments
Asset Managment
Investment Management
Business Analysis
Leadership
Strategic Planning
Chartered Financial Analyst
Social Media
Chartered Financial
Microsoft Office

Others at Clearbridge Investments, LLC (36)

NameRoleLocation
A
Albert Grosman
Portfolio ManagerUnited States
Aram Green
Aram Green
Portfolio ManagerNew York, NY , United States
Benedict Buckley
Benedict Buckley
Portfolio ManagerNew York, NY , United States
B
Brian Angerame
Portfolio ManagerNew York, NY , United States
Brian Frey
Brian Frey
TraderNew York, NY , United States
Charine Park
Charine Park
Equity Analyst, Global GrowthNew York, NY , United States
D
Donald Li
Security Analyst, VPBaltimore, MD , United States
E
Elisa Aylward
Senior TraderWatchung, NJ , United States
E
Erica Furfaro
Portfolio ManagerNew York, NY , United States
George Bouzakis
George Bouzakis
Vice President - Senior Portfolio AssociateBoca Raton, FL , United States
Showing 1-10 of 36 team members