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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.
Latest 13F Filing Activity
Clearbridge Investments LTD filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $5B. The fund increased holdings in Emera Inc., Canadian National Railway Co., Constellation Energy Corp. among other positions. Clearbridge Investments LTD reduced exposure to Dominion Energy Inc., Union Pacific Corp., Oneok Inc. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| 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 |
Industry Allocation
Investment Team (37)
| 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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