Clearbridge Investments
Clearbridge Sustainability Leaders Strategy
Mar 2025 → Dec 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Clearbridge Investments for every strategy.
Its investment theses
- Brookfield Renewable Partners LPDec 2025Brookfield Renewable Partners LP is a leading renewables owner positioned to benefit from rising power demand, higher prices, and M&A-driven FFO and distribution growth.
- Ferguson plcDec 2025Ferguson is the largest U.S. plumbing and mechanical distributor with scale, service, and cash flow advantages that support share gains and growth in data center and infrastructure projects.
- United RentalsMar 2025United Rentals is the largest construction equipment rental company in North America, benefiting from a growing market shift towards renting, competitive advantages in cost and scale, and expected demand driven by U.S. infrastructure investments.