Brian Lund
Analyst and Portfolio Manager at Clearbridge Investments, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ClearBridge Investments | Analyst and Portfolio Manager | Aug 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 Inc | Equity Analyst | Jan 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... |
| Morningstar | Fund Analyst | Jan 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 Fool | Analyst | Jan 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
Others at Clearbridge Investments, LLC (36)
| Name | Role | Location |
|---|---|---|
A Albert Grosman | Portfolio Manager | United States |
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
B Brian Angerame | Portfolio Manager | New York, NY , United States |
| Trader | New York, NY , United States | |
| Equity Analyst, Global Growth | New York, NY , United States | |
D Donald Li | Security Analyst, VP | Baltimore, MD , United States |
E Elisa Aylward | Senior Trader | Watchung, NJ , United States |
E Erica Furfaro | Portfolio Manager | New York, NY , United States |
| Vice President - Senior Portfolio Associate | Boca Raton, FL , United States |