Should You Consider Adding Workday (WDAY) to Your Portfolio?

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here. The Strategy outperformed its benchmark, the Russell 1000 Growth Index, in the quarter due to active management of its mega-cap exposure and strong stock selection in the growth universe. The Strategy posted gains across the 10 sectors in which it was invested, on an absolute basis. Overall stock...