Markets

Insider Trading

Hedge Funds

Retirement

Opinion

ClearBridge Value Strategy Initiated a Position in The Walt Disney Company (DIS) in Q1. Here’s Why

ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the strategy underperformed its Russell 1000 Value benchmark, driven by detractors in the energy and financials, which overcame contributions from overweight to energy and underweight to IT. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its first quarter 2025 investor letter, ClearBridge Value Strategy emphasized stocks such as The Walt...