CACG

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Weekly Report: what happened at CACG last week (0415-0419)?

ClearBridge International Value Strategy Q1 2024 Portfolio Manager Commentary

Weekly Report: what happened at CACG last week (0408-0412)?

ClearBridge Large Cap Value Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Large Cap Value Strategy Q1 2024 Portfolio Manager Commentary. The recent runup in stocks has led the valuation disparity between growth and value stocks to approach all-time highs. The Russell 1000 Value Index returned 8.99% in the first quarter of 2024.

ClearBridge Canadian Equity Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Canadian Equity Strategy Q1 2024 Portfolio Manager Commentary. ClearBridge is a leading global asset manager committed to active stock selection. The firm's investment strategy is focused on the Canadian equity market. The company has a long-term investment horizon of 2024. The strategy is part of the ClearBridge Canadian equity strategy.

ClearBridge Value Equity Strategy Q1 2024 Portfolio Manager Commentary

ClearBridge Value Equity Strategy Q1 2024 Portfolio Manager Commentary: We seek to generate attractive returns in the most attractive market environments. The fund is a leading global asset manager with a long-term focus on utilities and other value-oriented investments. ClearBridge Value Fund A is expected to be closed to new investments in the first quarter of 2024.

ClearBridge International Growth ADR Strategy Q1 2024 Commentary