ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2022 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund underperformed relative to the S&P Global Infrastructure Index. Utilities with clean energy portfolios contributed positively to the fund’s performance but fears of a recession affected the rail companies. For more information on the fund’s best picks...
ClearBridge Investments: “Union Pacific Corp. (UNP) was Down Amid Concerns of a Recession”
