ClearBridge Investments Select Strategy’s Q1 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Select Strategy” first quarter 2021 investor letter – a copy of which can be downloaded here. The ClearBridge Select Strategy slightly underperformed its Russell 3000 Index benchmark in the first quarter. On an absolute basis, the Strategy had gains across nine of the 10 sectors in which it was invested during the quarter (out of 11 sectors total) You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.