ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. First quarter of 2025 witnessed sharp equities sell off due to the shift out of mega caps. There was a relative outperformance of mid cap growth stocks over large and small cap growth during the first quarter correction, which indicates the broadening of market, that presents attractive opportunities for high active share managers. In the quarter, the ClearBridge Growth Strategy marginally underperformed...
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