- Over the past five years, Aram Green’s Select Strategy fund has outperformed 96% of its competitors.
- Green shared with Business Insider six stocks that he identified as having strong secular growth prospects over the next decade, some of which have cyclical tailwinds behind them as the economy recovers.
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Few active managers have the chops to match Aram Green when it comes to growth investing.
At ClearBridge Investments, Green manages the Select Strategy fund and comanages its small-cap growth, midcap growth, and aggressive growth strategies.
Over the past five years, his Select Strategy fund has outperformed 96% of its competitors.
Business Insider recently spoke with Green about which positions he was adding to in the fund. He shared with us six stocks that he believed had strong secular growth prospects over the next decade, some of which have cyclical tailwinds behind them as the economy recovers.
“I think these companies are five- to 10-year winners dominating their space. Profitability is going to grow through the roof for these businesses,” he said in a December 23 interview.
“They did not take their foot off the accelerator — maybe pumped the brakes in March when the world was coming to an end, when no one really knew what was going on — in investing in R&D in Q2 and hiring sales and marketing people,” he added. “And that original sort of ‘we don’t know what the world looks like’ quickly turned into opportunity for us.”
The six stocks are listed below, with Green’s commentary on each.
