The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCBVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LCBVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LCBVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Staying disciplined through headwinds.
Natalia Arrigoni
Associate Analyst
Summary
Experienced leadership and a consistent process make ClearBridge Large Cap Value a resilient, long-term option despite recent challenges.