ClearBridge Investments Large Cap Value Strategy’s Q3 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Large Cap Value Strategy” third quarter 2021 investor letter – a copy of which can be downloaded here. The ClearBridge Large Cap Value Strategy outperformed its Russell 1000 Value Index benchmark during the third quarter. On an absolute basis, the Strategy had gains in six of 11 sectors in which it was invested for the quarter. The strongest contributions came from the financials and consumer discretionary sectors. The industrials, materials, and health care sectors were the main detractors. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.