ClearBridge Investments Global Infrastructure Value Strategy’s Q1 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” first quarter 2024 investor letter. In the first quarter infrastructure assets lagged behind global equities amid a strong rally in equities. The Strategy underperformed in the first quarter relative to the S&P Global Infrastructure Index and on a U.S. dollar basis. Overweight exposure to the rail and renewables sectors and stock selection in the energy...