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's Large Cap Growth Strategy lagged its benchmark due to extreme market divergence between AI winners and laggards, but actively repositioned by adding to infrastructure software AI leaders and cyclical names while exiting underperforming healthcare and application software positions.
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ClearBridge's Large Cap Growth Strategy lagged its benchmark due to extreme market divergence between AI winners and laggards, but actively repositioned by adding to infrastructure software AI leaders and cyclical names while exiting underperforming healthcare and application software positions.
