ClearBridge Investments Large Cap Growth Strategy’s Q4 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Large Cap Growth Strategy” fourth quarter 2021 investor letter – a copy of which can be downloaded here. The ClearBridge Large Cap Growth Strategy underperformed its Russell 1000 Growth Index benchmark during the fourth quarter. On an absolute basis, the Strategy had gains across seven of the eight sectors in which it was invested (out of 11 sectors total). The leading contributors to performance were in the IT and health care sectors, while the communication services sector was a detractor. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.