ClearBridge Investments Global Infrastructure Income Strategy’s Q4 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Global Infrastructure Income Strategy” fourth quarter 2021 investor letter – a copy of which can be downloaded here. On an absolute basis, the Strategy delivered gains across nine of the 10 sectors in which it was invested (out of 11 total) in the fourth quarter, with the electric, renewables, and gas sectors the leading contributors and the energy infrastructure sector the sole detractor. On a relative basis, measured against the S&P Global Infrastructure Index, the ClearBridge Global Infrastructure Income Strategy outperformed during the fourth quarter. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.