LRGE

LRGE's manager seeks to invest for the long run by identifying social and economic trends that will have an impact on the economy as a whole. The strategy emphasizes companies with similar economic characteristics to Russell 1000 Growth Index, while screening for specific financial and ESG criteria. The fund's ESG screen considers factors such as workplace policies, employee benefits, environmental management, eco-efficiency, community involvement, strategic philanthropy, strong corporate governance, and board independence. Fundamental metrics are measured by traditional analysis such as discounted cash flow, market implied growth, and scenario analysis. LRGE uses the ESG information collected to assign proprietary ClearBridge ESG ratings to each security. Ultimately, the narrow portfolio will hold 40-50 securities with ESG ratings of A, AA, or AAA.