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Performance Data
Average Annual Total Returns (USD %)
3 Mths | YTD | 1 Year | 3 Year | 5 Year | 10 Year | 20 Year | Since Inception (12/31/1993) | |
ClearBridge Value Portfolios - Pure GROSS | -0.48 | -0.48 | 4.73 | 6.77 | 18.04 | 8.38 |
ClearBridge Value Portfolios Q1 2025 Commentary
Summary
- Amid a tech-led selloff, the benchmark Russell 1000 Value Index (+2.1%) handily outperformed its growth counterpart (-10.0%) in the quarter.
- Despite the relative value of value persisting near extreme levels, value has led growth during the post-COVID market cycle.
- During market crises, equity prices of these types of durable businesses are typically much more volatile than underlying business value.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of June 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.