Clearbridge Investments
Clearbridge Mid Cap Strategy
Mid-cap
Dec 2024 → Dec 2025
Our archive holds 4 letters from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Clearbridge Investments for every strategy.
Its investment theses
- Bio-TechneSep 2025Bio-Techne is a high-quality growth-oriented compounder in health care, providing durable recurring revenue streams through its life sciences tools and diagnostics.
- QXOSep 2025QXO is a newly formed building materials distribution platform aiming to consolidate the industry and enhance efficiency through technology under the leadership of experienced executive Brad Jacobs.
- Microchip TechnologyMar 2025Microchip Technology is an attractive investment opportunity due to its recovering market share and business visibility following the return of its former CEO and recent stock weakness.
- ArchrockDec 2024Archrock is a well-positioned energy infrastructure company poised to benefit from the growing demand for outsourced natural gas compression services.
- International PaperDec 2024International Paper is a promising turnaround story under a new CEO focused on optimizing operations and improving pricing power amid favorable industry conditions.