ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”. A copy of the letter can be downloaded here. The market has witnessed two significant developments over the past three months: the war in Iran and the growing displacements of software engineers and the software industry. Amid this context, the strategy outperformed the S&P 500 Index, which dropped by 4.3%. This outperformance was attributed to a strategic underweight in information technology, which fell by 9.2% during the quarter, and an...
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