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About
Tom Mao is a Senior Research Analyst at ClearBridge Investments based in New York, specializing in the software sector. He leads coverage on software services and enterprise technology, providing investment recommendations and fundamental analysis for ClearBridge’s active equity strategies.
Tom's expertise spans the broader information technology industry, with a particular focus on software companies, software-as-a-service (SaaS), cloud platforms, and enterprise technology providers. He analyzes sector trends, valuation opportunities, and business model transitions—most recently exploring the impact of generative AI, cloud adoption, and macroeconomic dynamics on software equities.
Prior to joining ClearBridge in 2023, Tom was an Analyst at Moore Capital Management, where he covered technology investments, and has more than 12 years of industry experience. He earned his degree from the University of California, Berkeley’s Walter A. Haas School of Business, and is recognized for his thematic investment insights and contributions to identifying high-conviction software investment opportunities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ClearBridge Investments | Senior Analyst | Unknown to Present | — |
| ClearBridge Investments | Vice President | May 2023 to Dec 2024 | Software investment |
| Moore Capital Management | Analyst | Jun 2018 to May 2023 | Long/short equity investing focused on technology companies |
| ISI Group | Equity Research Associate | Oct 2016 to Jun 2018 | Software equity research |
| Morgan Stanley | Equity Research Associate | Apr 2015 to Oct 2016 | Software equity research |
| Goldman Sachs | Equity Derivatives Trader | Jul 2013 to Apr 2015 | Single stock volatility trading |
| Goldman Sachs | Securities Division Summer Analyst | May 2012 to Aug 2012 | Rotated on Equity Macro Trading, Interest Rates Products Trading, and Equity Derivatives Trading
Received return offer in Equity Derivatives Trading |
| Luxim Corporation (Sequoia Funded Startup) | Intern | Jun 2011 to Aug 2011 | — |
| Berkeley Web Development | Chief Financial Officer and Co-Founder | Sep 2010 to Jun 2011 | — |
| ClearBridge Investments | Director | Dec 2024 to Present | Technology Investment |
| Berkeley Finance Club | President | Feb 2012 to May 2013 | — |
Education
University of California, Berkeley - Walter A. Haas School of Business
2009 — 2013
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Senior Research Analyst | First Eagle Investment Management, LLC | New York, NY , United States |
B Benjamin Bahr | Portfolio Manager and Senior Analyst | First Eagle Investment Management, LLC | New York, NY , United States |
