ClearBridge Investments Value Equity Strategy’s Q1 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Value Equity Strategy” first quarter 2024 investor letter. The strategy outperformed the Russell 1000 Value Index in the first quarter. On an absolute basis, the strategy has gained 9 out of eleven sectors it invested in during the quarter. Financial and utilities sectors were the leading contributors while the real estate and healthcare sectors detracted. Overall stock selection and sector allocation contributed to returns relatively. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of ClearBridge Investments Value Equity Strategy’s Q1 2024 investor letter can be downloaded here.