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.
The ClearBridge Mid Cap Strategy underperformed its benchmark in Q1 2026 as AI-related disruption fears pressured IT and healthcare holdings, though the team capitalized on strength in industrials and actively rotated into resilient consumer discretionary names.
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The ClearBridge Mid Cap Strategy underperformed its benchmark in Q1 2026 as AI-related disruption fears pressured IT and healthcare holdings, though the team capitalized on strength in industrials and actively rotated into resilient consumer discretionary names.