Clearbridge Investments
Clearbridge International Growth ADR Strategy
International Growth
Dec 2025 → Dec 2025
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Clearbridge Investments for every strategy.
Its investment theses
- Heidelberg MaterialsDec 2025Heidelberg Materials is a German building materials supplier with potential margin upside from better utilization and decarbonization advantages amid a stimulus-driven recovery.
- RyanairDec 2025Ryanair is a European low-cost airline with multiple catalysts including industry improvements, market share gains, efficiency, capacity shortages, favorable fuel prices, and strong passenger growth.
- RocheDec 2025Roche is a Swiss biopharma and diagnostics leader with two late-stage drugs that could each reach $5B in peak sales and support long-term revenue growth through LOE.
- EssilorLuxotticaDec 2025EssilorLuxottica is a leading eyewear maker with upside from a Meta digital glasses partnership, new FDA-approved myopia lenses, and optionality from high-margin hearing aid glasses.