Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.
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Introducing Global Value Improvers
The ClearBridge Global Value Improvers Strategy invests in equity securities of global companies that are considered to be undervalued, and are improving on environmental, social and governance measures through transforming their own products and services or enabling other entities to advance ESG objectives.
In this video, Portfolio Manager, Grace Su is joined by Head of APAC Business Development, Matt Bushby to delve into the investment philosophy supporting this Strategy and explore what the Strategy aims to achieve.
Grace Su
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