ClearBridge Investments SMID Cap Growth Strategy’s Q1 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here. During the first quarter, the ClearBridge SMID Cap Growth Strategy underperformed its Russell 2500 Growth benchmark. On an absolute basis, the Strategy had losses across eight of the 10 sectors in which it was invested during the quarter (out of 11 sectors total), with the IT, industrials, consumer discretionary and health care sectors the primary detractors, while the consumer staples and energy sectors were contributors. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.