LongCLSSep 2026
Celestica
ClearBridge initiated a position in Celestica following weakness in companies benefiting from AI capital expenditure. Celestica provides electronics manufacturing services and…
ClearBridge Value Strategy
Actively managed large-cap value equity strategy focused on attractive valuations, visible cash generation, balance-sheet strength and compounding value across different economic conditions.10 published ideas
The ClearBridge Value Strategy is managed by ClearBridge Investments, LLC, with Reed Cassady, Sam Peters and Jean Yu serving as portfolio managers. The strategy emphasizes tangible earnings power, financial resilience and attractive valuations. Its investment approach combines bottom-up security selection with awareness of macroeconomic risks.
Ideas from ClearBridge Value Strategy
LongLHXSep 2026
L3Harris Technologies
ClearBridge initiated a position in L3Harris to gain exposure to growing defense technology spending. The company's broad participation across defense platforms allows investors…
LongHONASep 2026
Honeywell Aerospace
ClearBridge initiated a position in Honeywell Aerospace following its separation from Honeywell in late June. The managers believe the subsequent share-price decline reflected…
LongMMCSep 2026
Marsh & McLennan Companies
ClearBridge initiated a position in Marsh & McLennan following a substantial valuation decline across the insurance brokerage industry. The managers believe prevailing share…
LongFDXFSep 2026
FedEx Freight
ClearBridge believes FedEx Freight is positioned to benefit from an emerging upcycle in the less-than-truckload transportation market. Following its separation from FedEx in…
LongCOPSep 2026
ConocoPhillips
ClearBridge maintains a constructive view of ConocoPhillips based on its potential for increasing free cash flow over the next several years. The company has benefited from…
LongICESep 2026
Intercontinental Exchange
Intercontinental Exchange offers exposure to financial-market infrastructure through exchanges and data platforms serving financial and commodity markets. ClearBridge identifies…
LongRDDTSep 2026
ClearBridge initiated a position in Reddit because it believes the market is overly discounting the threat artificial intelligence poses to the social platform. The managers see…
LongMSFTSep 2026
Microsoft
ClearBridge initiated a position in Microsoft to address its underweight exposure to large software companies following changes to the Russell 1000 Value Index. Microsoft offers…
LongAAPLSep 2026
Apple
ClearBridge initiated a position in Apple as a diversifying component of its technology exposure. The managers believe increasing skepticism toward companies committing large…
Letters covered
- Value Strategy - Third Quarter 2026 Portfolio Manager CommentarySeptember 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.