ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its "Value Strategy". The letter can be downloaded here. Value stocks maintained their lead in a volatile third quarter, driven by rising oil prices due to the Iran conflict, which boosted energy stocks. The benchmark Russell 1000 Value Index returned 2.6%, compared with 0.9% for the Russell 1000 Growth Index. While the Strategy reported a modest positive return, it underperformed its benchmark primarily due to underweights in IT and poor stock selection in health care and IT, outweighing gains from energy and materials.
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