ClearBridge Investments Dividend Strategy’s Q2 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” second quarter 2025 investor letter. The second quarter was unexpectedly positive for U.S. equity investors, despite global trade wars, conflicts in Ukraine and the Middle East, falling earnings estimates, and a worsening fiscal situation outlook, with the S&P 500 Index up 6.2% at the year’s halfway mark. While the strategy that focuses on quality, risk management, and a disciplined approach to valuation lagged in this momentum-driven environment. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of ClearBridge Investments Dividend Strategy’s Q2 2025 investor letter can be downloaded here.