ClearBridge Investments Value Equity Strategy’s Q1 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Value Equity Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here. The ClearBridge Value Equity Strategy outperformed its Russell 1000 Value Index during the first quarter. On an absolute basis, the Strategy had losses across six of the 11 sectors in which it was invested during the quarter. The leading detractors were the consumer discretionary and industrials sectors, while the leading contributor was the energy sector. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.