ClearBridge Investments Global Growth Strategy’s Q1 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Global Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here. During the first quarter, the ClearBridge Global Growth Strategy underperformed its MSCI ACWI benchmark. The Strategy had losses across the nine sectors in which it was invested (out of 11 total), driven by the subsector and stock-specific allocations toward growth areas versus the benchmark. The IT, health care, industrials, and consumer discretionary sectors were the primary detractors. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.