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ClearBridge Dividend Strategy Portfolio Manager Commentary Q1 2020

Published Mon, 27 Apr 2020 20:23:00 -0400 on Seeking Alpha

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers.
The extraordinary breadth and depth of the selloff made it difficult to meaningfully differentiate performance both within equities and across asset classes.
While social distancing impacts all companies, our portfolio has relatively less exposure to the types of consumer discretionary companies that will be most impacted, such as air travel, movie theaters and coffee shops.
While we expect the growth rate of dividends to slow, we do expect that in aggregate our portfolio companies will grow their dividends.
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Source: ClearBridge Investments
Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
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Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
EXXON MOBIL 71.98   17.3 4.15 3.48 4.83
AVAGO TECHNOLOGIES 300.58   37.1 8.11 10.60 3.60
3M 170.58   20.6 8.28 5.76 3.41
BOSTON PROPERTIES 133.43   39.0 3.42 3.80 2.90
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
AMERICAN INTERNATIONAL GROUP 56.76   0.0 -0.12 1.28 2.31
NEXTERA ENERGY 220.74   31.7 6.96 5.00 2.29
MCDONALDS 212.15   27.9 7.61 4.64 2.21
SYSCO 77.72   24.3 3.20 1.56 2.03
ANHEUSER-BUSCH INBEV 97.47   25.9 3.76 1.67 1.77
MICROSOFT 137.52   27.1 5.07 1.84 1.35
BECTON DICKINSON 262.15   92.0 2.85 3.08 1.18
GENERAL ELECTRIC 9.26   0.0 -2.15 0.04 0.44

EXXON MOBIL - XOM
EXXON MOBIL - XOM  


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