MASTERCLASS: Small Caps - November 2019

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  • 56 mins 09 secs


ClearBridge Investments is a leading global equity manager with $146.4 billion in assets under management (as of June 30, 2019). We are committed to delivering long-term results through active management, with stock selection driven by proprietary, bottom up research. The firm offers global strategies focused on three primary client objectives in our areas of proven expertise: high active share, income solutions and low volatility. We integrate ESG considerations into our fundamental research process across all strategies. Owned by Legg Mason, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco and Wilmington.

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Royce & Associates, LP, is a small-cap specialist with unparalleled knowledge and experience, offering distinct investment approaches to meet a variety of investors’ goals. Royce is a pioneer in small-cap investing, with 40+ years of experience, depth of knowledge, and focus. We have a seasoned staff of 18 portfolio managers, who have substantial ownership in the strategies they manage.

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Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients andfinancial intermediaries. The firm has $15.4 billion in assets under management, of which $2.3 billion are in values-based and socially responsible investment mandates as of June 30, 2019. Westwood offers a range of investment strategies including U.S. equities, Multi-Asset, Emerging Markets equities, Global Convertible securities andMaster Limited Partnerships (MLPs) portfolios. Access to these strategies is available through separate accounts, the Westwood Funds® family of mutual funds, UCITS funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Texas, Westwood also maintains offices in Toronto, Boston and Houston.

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