Clearbridge Investments LTD
ClearBridge Investments, headquartered in New York, NY, is a leading global equity asset manager and Franklin Templeton company with a presence in Baltimore, Calgary, Fort Lauderdale, London, San Mateo, and Sydney. The firm was founded in 1987 and employs over 200 professionals globally, providing actively managed investment solutions for individual and institutional investors. ClearBridge offers strategies through separate accounts, mutual funds, ETFs, and bespoke mandates, with a nearly 40-year legacy of ESG integration and leadership in stewardship and engagement with portfolio companies.
Investment Strategy
ClearBridge Investments pursues an active, high-conviction, bottom-up stock selection strategy, leveraging the market knowledge of seasoned portfolio managers and the deep research of sector analysts. Their philosophy emphasizes differentiated portfolios focused on high active share, income solutions, and low volatility. Fundamental research with explicit ESG integration is core to the process, including assigning ESG ratings to companies, stewarding net-zero carbon goals, and driving company engagement. Their aim is to deliver superior long-term performance through authentic active management and sustainability considerations.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EMRAF | Emera Inc | 9.29% | $423.9M | 6,872,575 | $45.82 | $45.82 | +$423.9M |
E ETR | Entergy Corp | 8.49% | $387.4M | 4,660,531 | $51.92 | $83.12 | -$7.9M |
N NEE | NextEra Energy Inc | 7.94% | $362.3M | 5,218,965 | $69.95 | $69.42 | +$45.8M |
T TRP | TC Energy Corp | 6.96% | $317.4M | 6,506,102 | $43.06 | $48.79 | +$28.4M |
C CEG | Constellation Energy Corp | 5.71% | $260.3M | 806,516 | $102.42 | $322.76 | +$104.4M |