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About
Jeffrey Bailin is a Portfolio Manager at ClearBridge Investments in New York, NY, specializing in managing the Mid Cap Growth, Small Cap Growth, and SMID Cap Growth strategies. He leads investment decisions focusing on small and mid-cap U.S. equity portfolios, utilizing his expertise to identify growth opportunities by exploiting market mispricings in these asset classes. Bailin works closely with his team to drive performance across multiple growth strategies, reflecting his deep commitment to rigorous equity research and portfolio management.
Prior to his current role, Bailin served for eight years as a Senior Portfolio Analyst at ClearBridge, covering small and midcap stocks. Before joining ClearBridge in 2015, he held the position of Vice President and Lead Analyst for Equity Research at Credit Suisse, where he covered sectors such as healthcare distribution, healthcare technology, and contract research organizations. His research background provides him with a nuanced perspective on healthcare and technology-related investments within small and mid cap segments.
Bailin holds a Bachelor of Science in Finance and Accounting from Georgetown University’s McDonough School of Business and is a CFA charterholder as well as a member of the CFA Society New York. With over 15 years of investment industry experience, he has contributed significantly to the success of ClearBridge’s growth strategies, earning recognition for his ability to navigate dynamic sectors and deliver strong portfolio performance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ClearBridge Investments | Portfolio Manager | Jan 2024 to Present | Co-Portfolio Manager on Small Cap Growth, SMID Cap Growth, Midcap Growth strategies |
| ClearBridge Investments | Senior Portfolio Analyst - Small and Midcap Generalist | Sep 2015 to Dec 2023 | — |
| Credit Suisse | Vice President, Healthcare Technology and Distribution; Lead Analyst Contract Research Organizations | Jul 2010 to Aug 2015 | Primary coverage of the contract research organization sector covering: CRL, CVD, ICLR, INCR, PRAH, PRXL, and Q. Recognized in the 2014 & 2015 Institutional Investor All-America Research Surveys as "R... |
| Credit Suisse | Summer Analyst - Credit Suisse | Jun 2009 to Aug 2009 | Summer Analyst on Managed Care team |
Education
Georgetown University McDonough School of Business
2006 — 2010
Georgetown University
Bachelors of Science, Finance & Accounting
2006 — 2010
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 | |
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 |
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