ClearBridge Investments Value Equity Strategy’s Q4 2023 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Value Equity Strategy” fourth quarter 2023 investor letter. The strategy outperformed the Russell 1000 Value Index in the fourth quarter. On an absolute basis, the strategy has gained ten out of eleven sectors in which it was invested during the quarter. The financials and industrials sectors were the leading contributors while the energy sector detracted. Overall stock selection contributed to returns but sector allocation effects detracted on a relative basis. In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of ClearBridge Investments Value Equity Strategy’s Q4 2023 Investor Letter can be downloaded here.