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Video and Audio Insights from Legg Mason Portfolio Managers

 

Videos

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Bill Miller   Scott Glasser & Peter Bourbeau   Robert Hagstrom   Peter Hable
             

Bill Miller
Legg Mason Capital Management


Insights from Bill Miller at the 2010 Morningstar Investment Conference: Gaining a Behavioral Edge in Investing (7:29)

 

Scott Glasser
Peter Bourbeau

ClearBridge Advisors

 

Select a topic to watch:
Investment Goals and Philosophy (0:31)
Investment Approach & Process (1:38)
Risk Management Discipline (1:51)
The Role of Research (0:45)
Competitive Difference (1:31)
Market Outlook (3:12)

View all topics together (10:26)

 

Robert Hagstrom
Legg Mason Capital Management


The One Tech Industry with the Highest Potential (3:28)

 

Peter Hable
ClearBridge Advisors

 

Select a topic to watch:
Investment Approach & Process (1:09)
Portfolio Selection Drivers (0:30)
Risk Management Discipline (0:59)
The Role of Research (0:19)
Investment Goals and Philosophy (0:26)
2010 Outlook (0:57)

View all topics together (4:46)

Michael Kagan & Scott Glasser   Derek Deutsch & Brian Angerame   Scott Glasser & Michael Kagan   Jeffrey Russell & Aram Green
             

Michael Kagan
Scott Glasser

ClearBridge Advisors

 

Select a topic to watch:
Investment Goals and Philosophy (0:30)
Investment Approach & Process (1:17)
The Role of Research (1:15)
Risk Management Discipline (1:47)
Competitive Difference (1:13)
2010 Outlook (1:37)
Opportunities for High Quality Stocks (1:29)

View all topics together (9:37)

 

Derek Deutsch
Brian Angerame

ClearBridge Advisors


A Sweet Spot in Mid-Caps (4:11)

 

Scott Glasser
Michael Kagan

ClearBridge Advisors

 

Watch the entire interview, or select a topic to watch:
Buy, Hold, and Fold (3:24)
Easy Pickings in Great Quality Companies (1:53)

 

Jeffrey Russell
Aram Green

ClearBridge Advisors


Big Opportunity in Small-Cap Tech (2:21)

Peter Vanderlee & Michael Clarfeld   Steve Walsh   Joe Deane   Robert Amodeo and David Fare
             

Peter Vanderlee
Michael Clarfeld

ClearBridge Advisors

 

Watch the entire interview, or select a topic to watch:
Income Investors Should Check Into Utilities (2:45)
A Diversified Approach to Current Income (4:06)

 

Steve Walsh
Western Asset

 

Watch the entire interview, or select a topic to watch:
Dialing Down Bond Risk (3:35)
When 'Risk Free' Suddenly Isn't (3:40)
Gauging the Risk of Rising Rates (3:30)

 

Joe Deane
Western Asset

 

Select a topic to watch:
Aftertax, Munis Satisfy (3:56)

 

Robert Amodeo
David Fare

Western Asset

 

Select a topic to watch:
"Essential" Opportunity in Munis (4:02)

Michael Mauboussin   Bill Miller   Boniface A. Zaino and William A. Hench   Jim Hodge, Isaac Souede and Chris Zuehlsdorff
             

Michael Mauboussin
Legg Mason Capital Management

 

Select a topic to watch:
Mauboussin on the Wisdom of Crowds (4:37)
Getting the "Outside View" (5:09)
Good Underpinning for Continued Recovery (5:32)
Three Common Mistakes on Mean Reversion (5:15)

 

Bill Miller
Legg Mason Capital Management

 

Select a topic to watch:
CNBC Exclusive Interview with Bill Miller - January 12, 2010 (19:56)

 

Boniface A. Zaino
William A. Hench

Royce & Associates, LLC

 

Select a topic to watch:
Investment Focus (1:31)
Investment Ideas (0:25)
Statistical Validation for a Value Fund (0:33)
Portfolio Selection (0:42)
Research Process (0:42)
Buy and Sell Discipline (1:21)
Challenges in the Current Market Cycle (0:54)
Portfolio Positioning (1:05)
Management Criteria (1:12)
Competitive Difference (0:32)

View all topics together (10:00)

 

Jim Hodge
Isaac Souede
Chris Zuehlsdorff

Permal

 

Select a topic to watch:
Introduction to Permal and the Legg Mason Permal Tactical Allocation Fund (2:18)
Portfolio Composition and Investment Process (2:00)
Competitive Difference (1:57)
Dynamic and Flexible Approach (0:49)
Role in a Portfolio (1:02)

View all topics together (8:43)

 

Conference Calls

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Joseph Deane
Robert Amodeo

Western Asset


August 4
(25 minutes)

 

Listen now
Call Notes

 

 

Stephen Walsh
Western Asset


July 22
(23 minutes)

 

Listen now
Call Notes

 

 

Hersh Cohen
Richie Freeman

ClearBridge Advisors


July 20
(43 minutes)

 

Listen now
Call Notes

 

 

Bill Miller
Sam Peters

Legg Mason Capital Management


July 15
(56 minutes)

 

Listen now
Call Notes

 

 

Jack McIntyre
Brandywine Global Investment Management ("Brandywine")


April 29
(28 minutes)

 

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Call Notes

 

 

Bill Miller
Robert Hagstrom

Legg Mason Capital Management


April 27
(53 minutes)

 

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Call Notes

 

 

Isaac Souede
Chris Zuehlsdorff

Permal


April 21
(34 minutes)

 

Listen now
Call Notes

 

           
 
 

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Separately Managed Accounts (SMAs) are investment services provided Legg Mason Private Portfolio Group, LLC, ("LMPPG") a federally registered investment adviser. LMPPG serves as the coordinating portfolio manager and in this role, manages client portfolios based on investment instructions provided by one or more Legg Mason affiliated sub-advisers. SMAs are designed for high net worth individuals who are able to meet specific minimum balances. SMAs are not sold through Legg Mason Investor Services, LLC., a registered broker dealer.

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