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Podcast

Growth Opportunities in Digital Transformation

November 15, 2019

Portfolio Manager Aram Green and Software Analyst Hilary Frisch join Jeff Schulze to discuss what the recent rotation out of growth and momentum stocks means for the software, broader technology and other growth sectors they target, the secular growth opportunities afforded by digital transformation of the enterprise as well as the insights gained from following private companies prior to their IPOs. 

Hilary Frisch, CFA

Senior Analyst - Information Technology
27 Years experience
7 Years at ClearBridge

Aram Green

Portfolio Manager
19 Years experience
14 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
15 Years experience
6 Years at ClearBridge

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  • All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information. 

  • Past performance is no guarantee of future results.

  • Performance source: Internal. Benchmark source: Russell Investments. Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the Russell Indexes and/or Russell ratings or underlying data and no party may rely on any Russell Indexes and/or Russell ratings and/or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell does not promote, sponsor or endorse the content of this communication.