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 15 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.
What it bought and sold
a reason that led us to ultimately exit the position.
In addition to the transactions mentioned above, we exited positions in Keysight Technologies in the IT sector, Trade Desk in the communication services sector and IDEX in the industrials sector.
On the sell side, we exited our position in Deckers Outdoor in the consumer discretionary sector.
We also initiated a position in APi Group, in the industrials sector, which is a leading provider of safety, specialty and industrial services.
We added communication services company Roblox, the leading user-generated gaming platform.
In addition to the transactions mentioned above, we exited positions in Keysight Technologies in the IT sector, Trade Desk in the communication services sector and IDEX in the industrials sector.
In addition to the transactions mentioned above, we exited positions in Keysight Technologies in the IT sector, Trade Desk in the communication services sector and IDEX in the industrials sector.
Also held
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.