Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Clearbridge Investments Large Cap Value Strategy Q1 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter. The S&P 500 Index declined by -4.3% in Q1 2025 due to a tariff war and a shift away from AI-related tech stocks. Amid the tech-led sell-off, the benchmark, the Russell 1000 Value Index (+2.1%), outperformed its growth counterpart (-10.0%) in the quarter. Against this backdrop, the strategy underperformed the benchmark in Q1. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Clearbridge...