ClearBridge Multi Cap Growth Portfolios

Invests in companies across capitalizations
that can generate superior organic growth
and free cash flow.

 

Seeks capital appreciation from high-quality
companies with new or innovative technologies,
products and services.

 

Bottom-up stock selection favors strong
fundamentals, committed management and
a clear market advantage.

 


NOT AFRAID TO COMMIT

The managers of ClearBridge Multi Cap Growth Portfolios aren’t afraid to take a stand - a strategy that’s been tested over many challenging periods. The flexibility to hold promising stocks through all business cycles without being forced to sell, along with the team’s meaningful personal stake in the strategy, gives investors the confidence to invest, then stay the course.

  • Portfolios concentrated in approximately 25-45 stocks. 
  • Stocks can be held for many years so that earnings and/or cash flow growth can compound over time.
  • Sector concentrations can be significant, but are a byproduct of the bottom-up fundamental research-driven stock selection process. 

ClearBridge Multi Cap Growth Portfolios

Designed for investors seeking a growth portfolio with the ability to invest in all market capitalizations. 


LEARN MORE

Discover how patience can add potential to your portfolio. Contact your financial advisor to learn more about the ClearBridge Multi Cap Growth Portfolios, or visit www.leggmason.com/SMAs.


Featured Resources

Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC (LMPPG), a federally registered investment advisor. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Legg Mason-affiliated sub-advisers: ClearBridge Investments, LLC and Western Asset Management Company. Management is implemented by LMPPG, the designated sub-advisor or, in the case of certain programs, the program sponsor or its designee.

Diversification does not guarantee a profit or protect against loss.

All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met. 

In addition to investments in large-capitalization companies, investments may be made in speculative and/or small-cap and mid-cap companies which involve a higher degree of risk and volatility than investments in larger, more established companies. In addition, because the investments may be concentrated in a limited number of industries and companies, the portfolios may involve heightened risk. 

While most investments are in U.S. companies, investments may also be made in ADRs and other securities of non-U.S. companies in developed and emerging markets which involve risks in addition to those ordinarily associated with investing in domestic securities, including the potentially negative effects of currency fluctuation, political and economic developments, foreign taxation and differences in auditing and other financial standards. These  risks are magnified in emerging markets. 

Certain limits on the amount of investment in any one company may cause individual MCG investment portfolios to vary from each other and thus the performance results of such portfolios may also vary from each other, particularly when combined with the price volatility of stocks in such portfolios.