Brian Lund

Analyst Portfolio Manager @Clearbridge Investments

Baltimore, MD, US

History of growth and promotion at this dynamic equity investment organization Served as Assistant Director of Research; analyzed a wide range of companies • Team Leader and Portfolio Manager, LMCM Disciplined Equity Research product, 2008 – 2012 • Assistant Director of Research (DoR), 2009 – 2013 • Senior Security Analyst, 2004 – present • Assistant Portfolio Manager, ClearBridge Special Investment, 2013 – present Major Accomplishments • Appointed head of the Industrials team of the LMCM Research Fund (LGMIX) in December 2008; the sleeve outperformed Industrials custom index by 414 bps annually, according to internal measurement standards • Promoted to Assistant DoR position; oversaw and trained more than 10 junior-level analysts, several of whom were subsequently promoted to Security Analyst; vetted interns and employment candidates with the DoR • Presented research findings to brokers, clients, consultants, and Board of Directors on coverage areas • Covered a wide variety of industrial, discretionary, and materials stocks as an analyst, across market caps and value/growth spectrums; effectively communicated recommendations to portfolio managers • Recommended portfolio actions, with an average relative outperformance of 570 bps from 2006 through Q3 2011

University of Minnesota-Twin Cities

BA

University of North Carolina at Chapel Hill

MA