ClearBridge Investments International Growth ACWI ex-U.S. Strategy’s Q4 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “International Growth ACWI ex-U.S. Strategy” fourth quarter 2021 investor letter – a copy of which can be downloaded here. During the fourth quarter, the ClearBridge International Growth ACWI ex-U.S. Strategy outperformed its MSCI ACWI Ex-U.S. benchmark. The Strategy delivered gains across seven of the 10 sectors in which it was invested (out of 11 total), with the consumer staples, industrials, health care, and materials sectors the primary contributors. The financials, communication services, and consumer discretionary sectors were detractors. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.