The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBMAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SBMAX 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 SBMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Something is missing.
Jack Shannon
Senior Analyst
Summary
ClearBridge Mid Cap is managed by an experienced duo that is well-supported, but they have yet to demonstrate a defined edge.