ClearBridge Investments SMID Cap Growth Strategy’s Q2 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “SMID Cap Growth Strategy” second quarter 2021 investor letter – a copy of which can be downloaded here. During the second quarter, the ClearBridge SMID Cap Growth Strategy outperformed the benchmark Russell 2500 Growth Index. 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), with the IT, health care, and industrials sectors the leading contributors. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.