ClearBridge Investments All Cap Value Strategy’s Q4 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “All Cap Value Strategy” fourth quarter 2021 investor letter – a copy of which can be downloaded here. The ClearBridge All Cap Value Strategy had a positive absolute return for the fourth quarter but underperformed the benchmark Russell 3000 Value Index. On an absolute basis, the Strategy posted gains in 10 of 11 sectors in which it was invested during the quarter. The main contributors to the Strategy’s performance were the materials and health care sectors. The sole detractor to the Strategy’s performance was the communication services sector. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.