ClearBridge Investments Global Infrastructure Value Strategy’s Q3 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Global Infrastructure Value Strategy” third quarter 2021 investor letter – a copy of which can be downloaded here. On an absolute basis, the Strategy delivered gains across six of the nine sectors in which it was invested (out of 11 total) in the third quarter, with the airports and energy infrastructure sectors the leading contributors and the rail and toll roads sectors the main detractors. On a relative basis, measured against the S&P Global Infrastructure Index, the ClearBridge Global Infrastructure Value Strategy underperformed during the third quarter. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.