ClearBridge Investments Dividend Strategy’s Q2 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Dividend Strategy” second quarter 2021 investor letter – a copy of which can be downloaded here. The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the second quarter. On an absolute basis, the Strategy had gains in 10 of 11 sectors in which it was invested for the quarter. The financials, IT, and industrials sectors mainly contributed to Fund performance, while the communication services, consumer discretionary, and utilities were the main detractors. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.