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Video

Mid Cap Growth Strategy Update

October 5, 2020

Portfolio Manager Matthew Lilling discusses drivers of growth leadership in 2020, sectors and stocks that have supported strong relative performance in the third quarter and how the Mid Cap Growth team is de-risking the portfolio for near-term uncertainties.

Matthew Lilling, CFA

Portfolio Manager
14 Years experience
10 Years at ClearBridge

Related Perspectives

  • Growth Resilient Among Mid Caps
    Mid Cap Growth 3Q20: We remained active in seeding the Strategy with new growth names across five sectors, positioning for a variety of post-pandemic outcomes.
  • SMID Cap Growth Strategy
    2Q20 Commentary: We continue to closely evaluate existing holdings and source new ideas, using volatility to add companies participating in secular growth trends.
  • Mid Cap Growth Strategy
    2Q20 Commentary: Progress on COVID-19 as well as the upcoming presidential election could impact markets and the economy over the remainder of the year.
  • SMID Cap Growth Strategy
    1Q20 Commentary: Companies with financial flexibility, pricing power and enduring business models should be in the best shape in the recovery from this unprecedented slowdown.
  • Mid Cap Growth Strategy
    1Q20 Commentary: We were active through the extreme volatility, scouring the market for beaten down but attractive new investments.
  • Past performance is no guarantee of future results.

  • 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. 

  • 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.