OWL - Clearbridge Investments Mid Cap Strategy Portfolio Manager Commentary Q1 2022
- ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers.
- The Strategy underperformed the benchmark as elevated levels of uncertainty and volatility during the quarter put pressure on mid cap stocks.
- Even the best run companies have struggled to navigate through global turmoil, inflation and supply chain disruptions.
- We are confident in our current portfolio construction and believe our holdings will persevere through these short- term challenges.
For further details see:
Clearbridge Investments Mid Cap Strategy Portfolio Manager Commentary Q1 2022