LongOTISSep 2026
Otis Worldwide
ClearBridge added to Otis as one of its higher-conviction industrial investments. The company operates an elevator and escalator business supported by a high-margin service…
ClearBridge Dividend Strategy
Diversified dividend-oriented equity strategy focused on resilient companies with durable earnings, healthy dividends, predictable revenue and attractive valuations.5 published ideas
The ClearBridge Dividend Strategy is managed by ClearBridge Investments, LLC, with John Baldi and Michael Clarfeld serving as portfolio managers. The strategy seeks companies capable of compounding earnings and dividends through changing economic conditions. Its approach emphasizes diversification, balance-sheet strength, recurring cash flows and limited vulnerability to technological disruption.
Ideas from ClearBridge Dividend Strategy
LongTMUSSep 2026
T-Mobile US
ClearBridge increased its position in T-Mobile because of continued market-share gains and a structural cost advantage. The managers believe T-Mobile operates with the lowest…
LongKMISep 2026
Kinder Morgan
ClearBridge purchased Kinder Morgan as a high-quality energy infrastructure business offering a sizable dividend yield and strong balance sheet. The company benefits from…
LongADPSep 2026
Automatic Data Processing
ClearBridge bought Automatic Data Processing during an earlier share-price decline because it believed concerns about AI-driven disintermediation were exaggerated. Subsequent…
LongHONASep 2026
Honeywell Aerospace
ClearBridge increased its exposure to Honeywell Aerospace following its separation from Honeywell International. The newly independent business traded at a more attractive…
Letters covered
- Dividend Strategy - Third Quarter 2026 Portfolio Manager CommentarySeptember 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.