About
Donald Li is a Vice President and Security Analyst at ClearBridge Investments based in Baltimore, Maryland, where he plays a key role in the firm’s research platform. He supports the Value Strategy team, conducting fundamental analysis and due diligence to identify high-quality investment opportunities within public equities, with a focus on value and all-cap value strategies.
With over 27 years of investment experience, Donald joined ClearBridge in 2014 and is known for his expertise in equity research, especially in companies across diverse sectors aligned with value investing principles. He actively participates in company engagements and contributes to the integration of environmental, social, and governance (ESG) considerations within investment processes.
Donald holds a degree from the University of Maryland’s Robert H. Smith School of Business and a degree from Louisiana State University. His rigorous sector research, broad industry coverage, and commitment to ESG integration have contributed to ClearBridge’s leadership in responsible, research-driven active equity management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ClearBridge Investments | Security Analyst, VP | Jan 2013 to Present | — |
Education
University of Maryland - Robert H. Smith School of Business
1997 — 1998
Louisiana State University
1996 — 1997
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 | |
| Analyst and Portfolio Manager | Baltimore, MD , United States | |
| Equity Analyst, Global Growth | New York, NY , 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 |