Clearbridge Investments
Clearbridge Small Cap Strategy
Small-cap
Dec 2024 → Sep 2025
Our archive holds 2 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.
2 letters in 2 years — follow all of Clearbridge Investments for every strategy.
Its investment theses
- Quaker HoughtonSep 2025Quaker Houghton is well-positioned for above-industry average growth due to its resilient business model and optimistic long-term prospects despite current pessimistic expectations.
- First Watch RestaurantDec 2024First Watch Restaurant is an attractive growth opportunity in casual dining, focusing on breakfast and lunch to maintain low labor costs and high margins.