Sign in

You're signed outSign in or to get full access.

Jeffrey Bailin

Jeffrey Bailin

Portfolio Manager at Clearbridge Investments LTD

New York, NY , United States

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

OrganizationRoleDate RangeDetails
ClearBridge InvestmentsPortfolio ManagerJan 2024 to Present
Co-Portfolio Manager on Small Cap Growth, SMID Cap Growth, Midcap Growth strategies
ClearBridge InvestmentsSenior Portfolio Analyst - Small and Midcap GeneralistSep 2015 to Dec 2023
Credit SuisseVice President, Healthcare Technology and Distribution; Lead Analyst Contract Research OrganizationsJul 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 SuisseSummer Analyst - Credit SuisseJun 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

Management
Healthcare
Strategy
Public Speaking
Credit
Business Development
Capital Markets
Supply Chain
Warehouse Management
Requirements Gathering
Management Consulting

Others at Clearbridge Investments LTD (36)

NameRoleLocation
A
Albert Grosman
Portfolio ManagerUnited States
Aram Green
Aram Green
Portfolio ManagerNew York, NY , United States
Benedict Buckley
Benedict Buckley
Portfolio ManagerNew York, NY , United States
B
Brian Angerame
Portfolio ManagerNew York, NY , United States
Brian Frey
Brian Frey
TraderNew York, NY , United States
Brian Lund
Brian Lund
Analyst and Portfolio ManagerBaltimore, MD , United States
Charine Park
Charine Park
Equity Analyst, Global GrowthNew York, NY , United States
D
Donald Li
Security Analyst, VPBaltimore, MD , United States
E
Elisa Aylward
Senior TraderWatchung, NJ , United States
E
Erica Furfaro
Portfolio ManagerNew York, NY , United States
Showing 1-10 of 36 team members

Similar Fund Managers

NameRoleFundLocation
A
Albert Grosman
Portfolio ManagerClearbridge Investments, LLCUnited States
Aram Green
Aram Green
Portfolio ManagerClearbridge Investments, LLCNew York, NY , United States
Adam Mielnik
Adam Mielnik
Senior Research AnalystFirst Eagle Investment Management, LLCNew York, NY , United States
B
Benjamin Bahr
Portfolio Manager and Senior AnalystFirst Eagle Investment Management, LLCNew York, NY , United States