ClearBridge Investments' Pawel Wroblewski on AI and equities investing
INTERVIEWSERIES
Pawel Wroblewski, Managing Director, Portfolio Manager, ClearBridge Investments
November 2025
In this exclusive interview, Pawel discusses how AI-driven disruption is reshaping equity market leadership and how to integrate these themes into portfolio construction, while maintaining style and valuation discipline. He also explores why an active, diversified approach across the growth spectrum is well placed to manage disruption and enhance long-term returns.
Watch the full interview which covers:
00:23 - How do you see AI-driven disruption reshaping equity market leadership?
01:53 - How do you integrate AI-driven disruption into your equity portfolio construction?
03:55 - How do you maintain style discipline while remaining adaptable to rapid market shifts?
05:02 - How do you ensure valuation discipline when investing in AI-related opportunities?
06:18 - How does a diversified approach across the growth spectrum help manage disruption and enhance long-term returns?
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Pawel Wroblewski, Managing Director, Portfolio Manager, ClearBridge Investments
Pawel is a Portfolio Manager on the Global Growth Equity investment team and co-manages numerous international and global growth strategies at ClearBridge Investments. He joined ClearBridge in 2013 and has 29 years of investment industry experience.
Pawel joined ClearBridge as a Senior Portfolio Analyst and became a Portfolio Manager later that same year. Prior to joining ClearBridge, he was a Senior Research Analyst at Global Currents Investment Management, which became part of ClearBridge in 2013; Equity Research Analyst at Allianz Global Investors' Oppenheimer Capital division; Senior Research Analyst with CA-IB Securities; Research Associate with Credit Suisse First Boston; and an Auditor with Deloitte & Touche.
Pawel received an M.B.A. from Columbia Business School and an M.A. in finance from the Warsaw School of Economics. He is also a member of the CFA Institute.
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