HOMB - ClearBridge Small Cap Fund Q4 2024 Commentary
2025-03-27 12:03:00 ET
Summary
- The second quarter proved exceptionally challenging to navigate for small-cap stocks, as investors continued to narrow their focus on a small handful of artificial intelligence beneficiaries.
- The small-cap Russell 2000 Index has underperformed the large-cap Russell 1000 Index by more than 10 percentage points annually since the end of 2020.
- In managing our strategies, we always take stock-based compensation into account when evaluating the governance of a company, as well as the amount going to top executives and the independence of the board.
Performance Data
Average Annual Total Returns3 (%) ...
ClearBridge Small Cap Fund Q4 2024 Commentary