The ClearBridge Sustainability Leaders Strategy modestly underperformed the benchmark Russell 3000 in the second quarter [1]. The ClearBridge Large Cap Growth ESG Strategy also underperformed its Russell 1000 Growth Index benchmark [2]. Meanwhile, the ClearBridge Dividend Strategy added Nvidia (NVDA) to its portfolio during Q2 but underperformed its S&P 500 Index benchmark [3]. Similarly, the SMID Cap Growth Strategy of ClearBridge Investments saw gains in small and mid-cap growth equities despite outperforming the S&P 500 Index [4].
However, a different perspective emerged from insidermonkey.com, which reported that Alphabet (GOOG) surged during Q2 as investor confidence improved following durable execution across its core businesses [6]. This suggests varying performance among ClearBridge strategies and highlights how individual companies can impact overall portfolio returns.