Varied Growth Drivers Led ClearBridge Investments Growth Strategy to Add The Sherwin-Williams Company (SHW)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities significantly rallied in the second quarter, with the S&P 500 returning 10.9%. As the risk-on sentiment took hold, the benchmark Russell Midcap Growth Index advanced a market-leading 18.2%. Growth stocks led across market caps, outperforming their value counterparts. In this environment, the strategy outperformed the benchmark, driven by strong performance from the “mid cap plus” segment...