ClearBridge Investments All Cap Value Strategy’s Q2 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge All Cap Value Strategy” second quarter 2024 investor letter. The strategy outperformed its benchmark, the Russell 3000 Value Index in the second quarter, due to strong stock selection in the IT and consumer discretionary sectors, which overcame weakness in consumer staples stocks. Despite significant market growth, the market’s breadth is dismal as the demand for AI businesses is starving the rest of the industry and raising concerns about how and when leadership will shift. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of ClearBridge Investments All Cap Value Strategy’s Q2 2024 investor letter can be downloaded here.