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.
Driven by stock selection in Industrials and Financials, while maintaining a disciplined margin of safety amidst rising bond yields and geopolitical tension.
Full Quick Take
Driven by stock selection in Industrials and Financials, while maintaining a disciplined margin of safety amidst rising bond yields and geopolitical tension.
Driven by strong earnings execution in Everplay, Computacenter, and Harworth Group, while initiating new positions in Volex, Boku, and Fever-Tree following valuation pullbacks.
Full Quick Take
Driven by strong earnings execution in Everplay, Computacenter, and Harworth Group, while initiating new positions in Volex, Boku, and Fever-Tree following valuation pullbacks.
The ClearBridge Mid Cap Strategy underperformed the Russell Midcap Index in Q1 2026 due to AI-disruption concerns in IT and healthcare, prompting active portfolio reshaping into higher-conviction industrial and consumer discretionary holdings.
Full Quick Take
The ClearBridge Mid Cap Strategy underperformed the Russell Midcap Index in Q1 2026 due to AI-disruption concerns in IT and healthcare, prompting active portfolio reshaping into higher-conviction industrial and consumer discretionary holdings.