ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter. The stock market performance in the first quarter of 2025 was volatile, following the initial “animal spirits” post-election rally. The strategy surpassed its benchmark with the support of new ideas, reorienting efforts, and tailwinds in several industries despite volatility and uncertainty. Given the pace of major policy changes, the firm expects ongoing volatility as the effects of tariffs and policymaking have clouded visibility. In...
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