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Dan Green, CFA

Portfolio Manager & Research Analyst
Dan Green
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Dan is a Portfolio Manager on the UK Smaller Companies, UK Managers' Focus and UK Mid Cap strategies at ClearBridge Investments. He joined the firm in 2015 and has 16 years of investment industry experience.

Dan began his tenure with the UK Equity Team in 2015 at Franklin Templeton before the team transitioned to Martin Currie in 2022 and then became part of ClearBridge in 2025. Prior to this, he was an Assistant Vice President on the valuations team at Deutsche Bank; an Equity Derivatives Analyst at J.P. Morgan and a Senior Associate at PricewaterhouseCoopers.

Dan holds a Bachelor of Laws from the University of Sheffield. He holds an Investment Management Certificate and is also a CFA® charterholder.

Experience

  • 16 years of investment industry experience
  • Joined the firm in 2015
  • Martin Currie – Portfolio Manager
  • Franklin Templeton – Portfolio Manager
  • Deutsche Bank – Assistant Vice President
  • J.P. Morgan – Equity Derivatives Analyst
  • PricewaterhouseCoopers – Senior Associate
  • Bachelor of Laws from the University of Sheffield
  • Investment Management Certificate
  • CFA® charterholder

Strategies

UK Equity Income

Objective
Income
Our advocacy for the power of compounding underpins our focus on generating a consistent dividend yield premium over the FTSE All Share index.

UK Mid Cap

Objective
Long-Term Growth
High conviction, bottom-up, active UK equity investors.

UK Smaller Companies

Objective
Long-Term Growth
Small cap equities are under researched relative to the broader market, uncovering market anomalies and great mispricing opportunity.

UK Rising Dividends

Objective
Long-Term Growth
Our process taps into the observed trend of dividend growth stocks outperforming the broader market over the long term.

UK Managers' Focus

Objective
Long-Term Growth
A showcase of our highest conviction ideas, the multi-sleeve approach is facilitated by leveraging expertise across the suite of core portfolios.

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