Equity

Core Equity

Our core equity strategy is driven by proprietary, independent, fundamental research. Legg Mason Investment Counsel portfolio managers take a long-term view and invest as business owners—not as short-term traders. To achieve investment success for our clients, we seek to minimize large losses and maximize performance. Our investment philosophy is based on risk management and the selection of high quality stocks.

Field research is conducted by our equity analysts to identify quality businesses with the following characteristics:

• Sustainable competitive advantage
• Sound business models that generate strong cash flows
• Superior management—business leaders who have proven to be intelligent stewards of corporate resources and shareholder value

For more information about our equity strategies, or to discuss your investment needs with a Legg Mason Investment Counsel professional, contact us today.

Core Equity Plus

Our core equity strategy is enhanced with opportunistic investments in international, small-cap, and emerging markets equities. For example, we offer Global Total Return, a concentrated strategy focusing on high quality companies that serve rapidly expanding markets and capitalize on investable themes.

With any of our Core Equity Plus investments, we choose internal and external equity managers who share our philosophy of employing fundamental research and strict investment disciplines to bring consistency and control to the process.

Socially Responsive Investing

We have capabilities to meet the needs of socially responsive investors. By applying social screens to our core equity strategies, we can identify companies that meet our criteria for quality as well as our client’s specific social guidelines. For more information on Socially Responsive Investing please view our SRI services page.