ClearBridge Investments Value Equity Strategy’s Q2 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Value Equity Strategy” second quarter 2024 investor letter. The strategy outperformed the Russell 1000 Value Index in the first quarter. Holdings in the IT sector led the performance in the quarter. On an absolute basis, the strategy has gained across four of the 11 sectors in which it was invested during the quarter. Overall stock selection and sector allocation contributed to returns relatively. In...