Clearbridge Investments
Clearbridge Mid Cap Growth Strategy
Mid-cap Growth
Dec 2024 → Sep 2025
Our archive holds 3 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Clearbridge Investments for every strategy.
Its investment theses
- APi GroupSep 2025APi Group is a leading provider of safety, specialty, and industrial services with strong growth potential due to its focus on fire protection and infrastructure services.
- RobloxSep 2025Roblox is experiencing a re-acceleration in growth driven by improved algorithms, AI advancements, and expanding market opportunities, positioning it for strong revenue growth and margin expansion.