ClearBridge Investments Small Cap Strategy’s Q4 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Small Cap Strategy” fourth quarter 2021 investor letter – a copy of which can be downloaded here. The ClearBridge Small Cap Strategy outperformed the Russell 2000 Index, the Strategy’s benchmark, during the fourth quarter. On an absolute basis, the Strategy posted gains in nine of 11 sectors in which it was invested for the quarter. The primary contributors to the Strategy’s performance were the financials, materials, and IT sectors. The communication services sector was the main detractor from performance. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.