ClearBridge Investments

What ClearBridge Investments does

ClearBridge Investments is a private, multi-strategy investment management firm founded in 1962 and operating as a wholly-owned subsidiary of Franklin Templeton since the 2005 acquisition. Headquartered in New York with 251-500 employees, the firm manages active equity and fixed-income portfolios across more than 20 distinct strategies spanning market capitalizations (large-cap, mid-cap, small-cap, SMID-cap), investment styles (growth, value, dividend, ESG-integrated), and geographies (United States, international developed markets, emerging markets, Canada, global infrastructure). Its product set includes mutual funds such as the ClearBridge Large Cap Growth Fund (SBLGX) and ClearBridge Dividend Strategy (SOPAX), closed-end funds including the ClearBridge Energy Midstream Opportunity Fund (NYSE: EMO) with net assets of $1.12-1.17 billion, ETFs such as the ClearBridge Large Cap Growth Select ETF (NASDAQ: LRGE), and the November 2025-launched Franklin ClearBridge US Smaller Companies UCITS ETF on the London Stock Exchange.

The firm distributes its strategies primarily through financial advisors and broker-dealers for retail mutual fund access, NYSE/NASDAQ-listed vehicles for closed-end fund and ETF investors, and direct institutional relationships for separate accounts. ClearBridge generates revenue through recurring asset-based management fees on AUM across each product wrapper, with fees varying by strategy and disclosed in fund prospectuses. As a subsidiary within the Franklin Templeton group (parent AUM of $228.9 billion), ClearBridge benefits from the parent's broader distribution infrastructure, cross-affiliate product integration with sister franchises like Western Asset and Clarion Partners, and shared back-office scale.

ClearBridge's core technology stack is active fundamental equity research with ESG integration; there is no disclosed proprietary AI/ML infrastructure. The firm serves individual investors accessing mutual funds and ETFs through advisors, and institutional investors including pensions, endowments, and foundations requiring institutional-grade reporting and ESG-integrated mandates. CEO Terrence Murphy leads the firm, and 2025 recognition as a Best Place to Work in Money Management by Pensions & Investments alongside ongoing Q1 2026 portfolio repositioning across energy, AI-leveraged industrials, alternative asset managers, and emerging markets signals continued strategic activity.

Name

ClearBridge Investments

Legal name

ClearBridge Investments

Website

https://clearbridge.com

Company type

Private

Founded year

1962

Operating status

Operating

Headcount range

251–500 employees

Short description

ClearBridge Investments is a Franklin Templeton subsidiary that manages active equity, fixed-income, and ESG-integrated strategies across mutual funds, closed-end funds, ETFs, and UCITS vehicles for individual and institutional investors globally.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Real Assets & Infrastructure ETFs (REITs, Infrastructure, Natural Resources) (FSAAAFAH)

Keywords

• Active equity management
• Mutual fund management
• Esg investing strategies
• Closed-end fund management
• Institutional asset management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Management Fees: ClearBridge Investments generates revenue through management fees charged on assets under management across its family of mutual funds, closed-end funds, and separate accounts. Fees are typically calculated as a percentage of AUM and vary by strategy type (growth, value, dividend, ESG-focused).

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

ClearBridge Investments is a multi-strategy active asset manager that builds and manages equity and income portfolios spanning U.S., international, emerging markets, global infrastructure, and ESG mandates. Its offerings are delivered as mutual funds, closed-end funds, ETFs, and separate accounts distributed through financial advisors, broker-dealers, and Franklin Templeton's global infrastructure to individual and institutional investors.

Product overview

ClearBridge Investments operates as a multi-strategy investment management firm offering a comprehensive suite of equity and income-focused products. The platform comprises numerous distinct fund strategies spanning market capitalizations (large cap, mid cap, small cap, SMID cap), investment styles (growth, value, dividend, ESG-integrated), and geographic exposures (U.S., international, emerging markets, Canadian, global infrastructure). Key products include the ClearBridge Energy Midstream Opportunity Fund (EMO), a closed-end fund yielding approximately 8.6%; multiple mutual funds such as the ClearBridge Large Cap Growth Fund (SBLGX) and ClearBridge Dividend Strategy (SOPAX); and ETFs including the ClearBridge Large Cap Growth Select ETF (LRGE) and the November 2025-launched Franklin ClearBridge US Smaller Companies UCITS ETF. These strategies collectively cover domestic and international equities, infrastructure income, and ESG-focused approaches, managed through active stock selection and strategic asset allocation.

Differentiator

Problem solved

Functional benefit

Products and services

• ClearBridge Large Cap Growth ESG Portfolios ESG-focused investment portfolios targeting large-cap growth equities, managed to outperform the Russell 1000 Growth Index through active stock selection. For institutional and advisor-served investors seeking ESG-screened U.S. large-cap growth exposure.
• ClearBridge All Cap Growth Portfolios Growth-oriented portfolios providing exposure across all market capitalizations, utilizing market volatility to refine holdings and add high-conviction ideas.
• ClearBridge Energy Midstream Opportunity Fund (EMO) A closed-end fund investing in energy midstream infrastructure companies, offering monthly income distributions with approximately 8.6% annualized yield and exposure to fee-based cash flows from LNG demand and data center power needs.
• ClearBridge Large Cap Growth Fund (SBLGX) Mutual fund focusing on large-cap growth equities, with recent positioning including materials, industrials, and communication services sectors.
• ClearBridge Canadian Small Cap Strategy Investment strategy targeting Canadian small-cap equities, with Q1 2026 initiations in Skeena Resources, Paramount Resources, North West Company, Lumine, and Kinaxis.
• ClearBridge Select Strategy Multi-cap growth strategy with repositioning toward consumer discretionary, alternative asset managers, and private market investments in AI-related companies.
• ClearBridge Appreciation ESG Strategy ESG-integrated strategy focused on companies demonstrating sustainable business practices while delivering strong relative performance.
• ClearBridge Small Cap Strategy Small-cap focused strategy that outperformed the Russell 2000 Index in Q1 2026, emphasizing quality and asset-intensive businesses amid macroeconomic uncertainty.
• ClearBridge Growth Strategy Mid-cap growth strategy diversified across communication services, industrials, and consumer discretionary, using volatility to add positions in companies such as Fastenal, Spotify, Viking Holdings, and Wayfair.
• ClearBridge Small Cap Growth Strategy Growth-oriented strategy targeting small-cap companies with durable idiosyncratic growth drivers, navigating AI disruption concerns.
• ClearBridge Mid Cap Strategy Mid-cap equity strategy maintaining focus on structural growth, strong balance sheets, and AI leverage capabilities, with recent additions including Somnigroup, Viking Holdings, Hilton, and Carvana.
• ClearBridge Global Infrastructure Income Strategy Income-focused strategy investing in listed global infrastructure assets including utilities, pipelines, and renewables with inflation-protected cash flows.
• ClearBridge Canadian Equity Strategy Strategy investing in Canadian equities across sectors including energy, materials, industrials, IT, financials, and real estate.
• ClearBridge International Growth EAFE Strategy International equity strategy targeting developed markets outside the U.S. and Canada, repositioning toward utilities, materials, and Japanese equities.
• ClearBridge Emerging Markets Strategy Emerging markets strategy with recent positioning in India, South Korea, Taiwan, and Brazil, including holdings in Samsung Heavy Industries and Minth Group.
• ClearBridge Dividend Strategy (SOPAX) Dividend-focused mutual fund that outperformed the S&P 500 by maintaining underweight technology and overweight energy positions, holding alternative asset managers and Taiwan Semiconductor.
• ClearBridge SMID Cap Growth Strategy Strategy combining small and mid-cap growth equities, having added 13 new positions across industrials, energy, and healthcare while exiting Matador Resources and Duolingo.
• ClearBridge International Value Strategy (SBIEX) International value-oriented strategy with recent initiations in Roche and Merck KGaA, focusing on companies with improving fundamentals at attractive valuations.
• ClearBridge International Value ADR Portfolios ADR-focused international value portfolios with holdings in Siemens Energy, Hitachi, and Fujitsu, targeting stabilized macro conditions and moderating inflation.
• ClearBridge International Growth ADR ESG Portfolios ESG-integrated international growth portfolios with ADR exposure, featuring holdings in Siemens Energy and Tokyo Electron.
• ClearBridge Large Cap Growth Select ETF (LRGE) Exchange-traded fund targeting long-term capital appreciation through ESG-focused large-cap growth stocks listed on NASDAQ.
• Franklin ClearBridge US Smaller Companies UCITS ETF Active equity UCITS ETF launched on the London Stock Exchange in November 2025, providing UK investors exposure to U.S. small-cap companies within the Russell 2500 Index using active management and ESG analysis.

Quantifiable outcome

• ClearBridge US Equity Income fund achieved 55.5% five-year downside capture, the strongest in its sector
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cohen & Steers: Publicly listed specialist in real assets and alternative income strategies including listed infrastructure and energy midstream. Highly comparable to ClearBridge's EMO and Global Infrastructure Income offerings.
• MFS Investment Management: Privately held active asset manager with parallel global equity, value, and ESG strategies distributed through mutual funds. Closely matches ClearBridge's fundamental, multi-cap, multi-region approach.
• T. Rowe Price: Large publicly listed active asset manager with overlapping equity strategies across market caps, geographies, and styles. T. Rowe Price is the closest scale and product-mix comparable to ClearBridge's active equity and multi-cap platform.
• AllianceBernstein: Publicly listed active asset manager with comparable equity, fixed income, and ESG offerings plus global institutional distribution. Similar mix of fundamental research and ESG-integrated products.
• Nuveen (TIAA): Large affiliated active manager with particular strength in real assets, infrastructure, and ESG-integrated strategies. Direct overlap with ClearBridge's Global Infrastructure Income and ESG strategies.
• Virtus Investment Partners: Multi-boutique active manager with affiliated investment franchises covering growth, value, and income strategies distributed via mutual funds and ETFs. Comparable multi-affiliate structure and product breadth.
• American Century Investments: Privately held active asset manager with comparable mutual fund lineup spanning growth, value, and global strategies. Similar business model of AUM-based fees distributed through financial advisors.
• Victory Capital: Multi-affiliate active asset manager with a federation model across multiple equity franchises. Comparable in offering multiple specialized equity strategies through shared distribution.

Broad incumbents

• Eaton Vance (Morgan Stanley Investment Management): Acquired by Morgan Stanley, Eaton Vance brings comparable active equity, dividend, and customized solutions capabilities but now sits inside a much larger global investment bank. Broader incumbent offering with overlapping products.
• JPMorgan Asset Management: One of the largest global asset managers with extensive active equity, ESG, and infrastructure offerings. Overlaps with ClearBridge's product set but as part of a far broader portfolio of capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/clear_bridge
• Facebookfacebook.com/clearbridgeinvestments
• LinkedInlinkedin.com/company/clearbridge-investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments18 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClearBridge Investments