Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
ClearBridge International Growth ADR Strategy outperformed the MSCI EAFE Index in Q2 2026 by aggressively rotating capital into AI infrastructure hardware bottlenecks—specifically semiconductors, optical networking, and power management—while ramping Japan exposure to capitalize on corporate governance reforms and ROE improvement.
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ClearBridge International Growth ADR Strategy outperformed the MSCI EAFE Index in Q2 2026 by aggressively rotating capital into AI infrastructure hardware bottlenecks—specifically semiconductors, optical networking, and power management—while ramping Japan exposure to capitalize on corporate governance reforms and ROE improvement.
