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 All Cap Growth Strategy outperformed its Russell 3000 Growth benchmark in Q3 2026, driven by strong stock selection in rebounding enterprise software and disciplined semiconductor positioning, while expanding AI infrastructure exposure via new positions in AMD.
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ClearBridge All Cap Growth Strategy outperformed its Russell 3000 Growth benchmark in Q3 2026, driven by strong stock selection in rebounding enterprise software and disciplined semiconductor positioning, while expanding AI infrastructure exposure via new positions in AMD.
Underperforming the Russell 2500 Growth Index (-10.35%) by 311 basis points due to a severe momentum reversal and benchmark reconstitution effects in technology.
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Underperforming the Russell 2500 Growth Index (-10.35%) by 311 basis points due to a severe momentum reversal and benchmark reconstitution effects in technology.
The managers view AI infrastructure spending and defense modernization as multi-year secular tailwinds and maintain an active overweight in high-conviction technology and financials.
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The managers view AI infrastructure spending and defense modernization as multi-year secular tailwinds and maintain an active overweight in high-conviction technology and financials.
ClearBridge Large Cap Growth transitioned to non-diversified status in Q2 2026, gaining flexibility to concentrate in highest-conviction AI infrastructure plays.
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ClearBridge Large Cap Growth transitioned to non-diversified status in Q2 2026, gaining flexibility to concentrate in highest-conviction AI infrastructure plays.
The Fund targets high-growth micro-cap enterprises with resilient, differentiated business models. Despite recent market volatility and narrow AI concentration, the portfolio achieved solid returns led by industrial and technology holdings.
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The Fund targets high-growth micro-cap enterprises with resilient, differentiated business models. Despite recent market volatility and narrow AI concentration, the portfolio achieved solid returns led by industrial and technology holdings.