ClearBridge Investments Value Equity Strategy’s Q2 2021 Investor Letter

ClearBridge Investments, an investment management firm, published its “Value Equity Strategy” second quarter 2021 investor letter – a copy of which can be downloaded here. Accordingly, the portfolio remains diversified among the most attractive current valuation opportunities in the market: financials, energy, consumer recovery plays, and large-cap biotech and drug stocks.  You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.