The active fund utilizes a bottom-up investment process to find inefficiently priced companies with strong fundamentals, incentive-driven management teams, dominant positions in niche markets and goods and services that are in high customer demand. The team will also look through companies with a range of growth opportunities while evaluating the company’s business model, financial structure and management acumen.
ClearBridge also includes different selection criteria for the separate asset categories. For instance, large company growth stocks will include those that exhibit superior balance sheets, exceptional management teams and long-term, consistent operating histories. Small- and mid-sized company growth stocks are screened for rapid earnings growth potential, unrecognized values, industry leadership and management teams that have a significant ownership stake.
Top holdings include UnitedHealth Group 5.6%, Comcast 3.9%, Biogen 3.6%, Amazon 3.1% and Microsoft 2.3%.
For more information on active strategies, visit our actively managed ETFs category.