ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter. US equities significantly rallied in the second quarter, with the S&P 500 returning 10.9%. As the risk-on sentiment took hold, the benchmark Russell Midcap Growth Index advanced a market-leading 18.2%. Growth stocks led across market caps, outperforming their value counterparts. In this environment, the strategy outperformed the benchmark, driven by strong performance from the “mid cap plus” segment that the Strategy focuses on and solid stock...
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