Two managersÆ routes to favouring US blue-chips
The views of Legg Mason's Bill Miller, who pursues value, and ClearBridge's Scott Glasser, who goes after quality, intersect.
Two portfolio managers do not a consensus make. But it's a start. Equity portfolio managers in the US agree right now that high-quality blue-chips with multinational exposures offer the most compelling story in US equities.
Bill Miller and Mary Chris Gay pursue a value strategy at Legg Mason Capital Management in Baltimore. Scott Glasser is managing director at ClearBridge Advisors in New York, another unit of Legg Mason Global Asset Management. He screens stocks for quality. (ClearB…
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