Grace Su
ClearBridge Investments is pleased to announce that two of its recently launched global equity funds, the ClearBridge Global Value Improvers Fund and the ClearBridge Global Growth Fund, have each received inaugural ‘Recommended’ ratings from leading investment research house Lonsec.
These ratings follow the ‘Highly Recommended’ rating previously awarded by Zenith Investment Partners for ClearBridge’s suite of infrastructure funds, further reinforcing the firm’s multi-asset investment capabilities.
“We are delighted to see leading independent ratings agencies continue to recognise the strength and discipline of our investment teams across a broad range of strategies” said ClearBridge Managing Director and Head of APAC Business Development, Matt Bushby.
The ClearBridge Global Value Improvers Fund invests in 30-40 companies across developed and emerging markets that are considered by ClearBridge to be undervalued and those that are improving on certain ClearBridge ESG measures.
In its assessment, Lonsec highlighted the extensive experience of co-Portfolio Managers Grace Su and Jean Yu in implementing ‘value’ equity strategies, supported by a well-resourced and experienced research platform.
“The investment process is seen as differentiated and rigorous, with a forward-looking perspective on improvements linked to ESG factors. The manager’s ESG policy framework and disclosure are ahead of their peers. They are committed to integrating ESG within their investment process with a strong policy framework,” Lonsec noted in its report.
The ClearBridge Global Growth Fund targets above-market, “growth-like” returns with market levels of risk by investing in between 60-100 global companies diversified across a growth spectrum and trading below their intrinsic value, as assessed by the investment team.
Lonsec commended the depth and capability of the investment team, including co-Portfolio Managers Elisa Mazen, Michael Testorf, and Pawel Wroblewski, who have worked together as key decision-makers for over a decade.[1]
“The capability and experience of the investment team is viewed as strong as it leverages extensive analyst resourcing and skilled co-PMs in delivering on the investment philosophy,” Lonsec said in its report.
“Lonsec has recognised the team’s skills and dedication to a disciplined investment process. Their long-standing collaboration and deep global research expertise are core to the strategy’s value proposition” Bushby said.
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