ClearBridge Investments Dividend Strategy’s Q4 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter. The strategy focuses on generating high current income, income growth, and capital preservation by investing in high-quality large-cap companies that offer attractive dividends and potential for significant dividend growth. The market continued its high degree of concentration in the fourth quarter of 2025. This is the third consecutive year of an AI-driven market. The market-cap-weighted S&P 500 Index returned 17.9% while the equal-weighted S&P 500 Index gained just 11.4% in the year. In this environment, the strategy also enjoyed significant gains due to its exposure to AI participants. However, the strategy underperformed its S&P 500 Index benchmark during the fourth quarter. 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 Q4 2025 investor letter can be downloaded here.