ClearBridge Investments, an investment management company, released its “ClearBridge Sustainability Leaders Strategy” second quarter 2022 investor letter. A copy of the same can be downloaded here. The fund’s portfolio outperformed the Russell 3000 benchmark Index in the second quarter of 2022. Stock selection and sector allocation contributed to the fund’s performance. For more information on the fund’s top picks in 2022, please check its top five holdings.
In the letter, ClearBridge Investments discussed its ClearBridge Sustainability Leaders Strategy portfolio. The letter mentioned stocks like Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational technology company headquartered in Redmond, Washington, and has a market capitalization of $2.11 trillion. The stock of Microsoft Corporation (NASDAQ:MSFT) closed at $282.91 per share on August 5, 2022. One-month return of Microsoft Corporation (NASDAQ:MSFT) rose to 6.96% and its shares lost 1.88% of their value over the last 52 weeks.
Here is what ClearBridge Sustainability Leaders Strategy specifically said about Microsoft Corporation (NASDAQ:MSFT) in its second-quarter investor letter:
“In a severe market selloff driven by macro worries it is not surprising to find mega caps like Apple (AAPL), Microsoft Corporation (NASDAQ:MSFT) and Amazon.com (AMZN) among the main detractors, although there is no change in our long-term theses on these companies. Apple is one of the largest technology platform companies in the world, with a very large, sticky installed base of users. Despite potential iPhone delays due to China-related supply issues, we continue to view promotional activity from global carriers and share gains versus Huawei in China and Europe as important markers for how resilient iPhone demand can be heading into the iPhone 14 cycle. In the case of Microsoft, a weakening macro environment notwithstanding, we are positive on its demand profile and a very long tail of growth for the markets in which it participates, such as cloud, as well as the potential for the company to benefit as customers consolidate providers in a weaker economic environment.”
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Microsoft Corporation (NASDAQ:MSFT) is in 2nd position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 259 hedge fund portfolios held Microsoft Corporation (NASDAQ:MSFT) at the end of the first quarter which was 262 in the previous quarter.
We discussed Microsoft Corporation (NASDAQ:MSFT) in another article and shared the top stock picks of Morris Mark’s Mark Asset Management company. In addition, please check out our hedge fund investor letters Q2 2022 page for more investor letters from hedge funds and other leading investors.
Disclosure: None. This article is originally published at Insider Monkey.
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