Clearbridge Investments
Clearbridge International Value Strategy
International Value
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
We also sold SAP, which delivered solid second-quarter results but failed to meet elevated investor expectations.
During the quarter, in addition to the transactions mentioned above, the Strategy initiated a new position in Entain in the consumer discretionary sector and acquired Sony Financial via a spin-off in the financials sector.
We exited Capgemini, in the IT sector, as concerns grew around structural disruption from AI.
During the quarter we initiated a position in financials company JTC, a U.K.-based outsourced fund administrator and trust provider.