Latest news with #ClearBridgeValueStrategy
Yahoo
09-04-2025
- Business
- Yahoo
Noble Corporation plc (NE) Continues to Slide as Contracting Deals Fail to Materialize
ClearBridge Investments, an investment management company, released its 'ClearBridge Value Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the strategy underperformed its Russell 1000 Value benchmark, driven by detractors in the energy and financials, which overcame contributions from overweight to energy and underweight to IT. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, ClearBridge Value Strategy emphasized stocks such as Noble Corporation plc (NYSE:NE). Noble Corporation plc (NYSE:NE) is an offshore drilling contractor for the oil and gas industry. The one-month return of Noble Corporation plc (NYSE:NE) was -19.90%, and its shares lost 63.54% of their value over the last 52 weeks. On April 8, 2025, Noble Corporation plc (NYSE:NE) stock closed at $18.44 per share with a market capitalization of $2.93 billion. ClearBridge Value Strategy stated the following regarding Noble Corporation plc (NYSE:NE) in its Q1 2025 investor letter: "Conversely, holdings in the energy sector, led by Venture Global and Noble, weighed on relative performance. Meanwhile, Noble Corporation plc (NYSE:NE), which provides offshore drilling services for energy E&P companies, continues to decline as contracting opportunities have failed to materialize. With our thesis that consolidation and rationalization would drive a meaningful up pricing cycle evaporating, we ultimately elected to exit the position to redeploy the proceeds into other, more compelling opportunities." A drilling rig lit up by the setting sun, against a backdrop of outdoor exploration in Colorado and Wyoming. Noble Corporation plc (NYSE:NE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held Noble Corporation plc (NYSE:NE) at the end of the fourth quarter compared to 38 in the third quarter. While we acknowledge the potential of Noble Corporation plc (NYSE:NE) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered Noble Corporation plc (NYSE:NE) in another article, where we shared the list of oversold stocks to buy in 2025 amid inflation fears. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
09-04-2025
- Business
- Yahoo
Venture Global (VG) Slid on Reduced Valuation Expectations
ClearBridge Investments, an investment management company, released its 'ClearBridge Value Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the strategy underperformed its Russell 1000 Value benchmark, driven by detractors in the energy and financials, overcame contributions from overweight to energy and underweight to IT. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, ClearBridge Value Strategy emphasized stocks such as Venture Global, Inc. (NYSE:VG). Venture Global, Inc. (NYSE:VG) engages in the development, construction, and production of natural gas liquefaction and export projects. The one-month return of Venture Global, Inc. (NYSE:VG) was -23.71%. On April 8, 2025, Venture Global, Inc. (NYSE:VG) stock closed at $7.82 per share with a market capitalization of $18.921 billion. ClearBridge Value Strategy stated the following regarding Venture Global, Inc. (NYSE:VG) in its Q1 2025 investor letter: "Conversely, holdings in the energy sector, led by Venture Global, Inc. (NYSE:VG) and Noble, weighed on relative performance. We participated in the IPO for the natural gas liquefaction and export construction company Venture Global but saw its share price decline after management reduced their valuation expectations. However, we believe that the company's disruptive modular LNG technology — which they are deploying at massive scale and at attractive returns — represents a truly attractive opportunity for long-term growth in natural gas." A close-up view of a gas liquefaction plant, indicating the scale and complexity of the process. Venture Global, Inc. (NYSE:VG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the potential of Venture Global, Inc. (NYSE:VG) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
09-04-2025
- Business
- Yahoo
ClearBridge Value Strategy Initiated a Position in The Walt Disney Company (DIS) in Q1. Here's Why
ClearBridge Investments, an investment management company, released its 'ClearBridge Value Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the strategy underperformed its Russell 1000 Value benchmark, driven by detractors in the energy and financials, which overcame contributions from overweight to energy and underweight to IT. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, ClearBridge Value Strategy emphasized stocks such as The Walt Disney Company (NYSE:DIS). The Walt Disney Company (NYSE:DIS) is an entertainment company that operates through Entertainment, Sports, and Experiences segments. The one-month return of The Walt Disney Company (NYSE:DIS) was -17.25%, and its shares gained 30.27% of their value over the last 52 weeks. On April 8, 2025, The Walt Disney Company (NYSE:DIS) stock closed at $81.72 per share with a market capitalization of $147.73 billion. ClearBridge Value Strategy stated the following regarding The Walt Disney Company (NYSE:DIS) in its Q1 2025 investor letter: "While we had already begun to shift toward a more defensive positioning entering the quarter, we made a number of adjustments in response to the rapid-fire developments in both economic and political policy. Among our largest new positions during the period was The Walt Disney Company (NYSE:DIS), as we believe that it has turned a corner on building out its streaming service, which should help margins inflect higher and help drive better earnings than the market currently anticipates. The shift in management's strategy, from 'market share growth at all costs' to a more focused approach on improving pricing should also help to improve both profitability and margins, and we believe that there remains meaningful upside compared to other streaming service providers at similar scale." A packed theater of moviegoers watching a blockbuster film produced by the entertainment company. The Walt Disney Company (NYSE:DIS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 108 hedge fund portfolios held The Walt Disney Company (NYSE:DIS) at the end of the fourth quarter compared to 76 in the third quarter. While we acknowledge the potential of The Walt Disney Company (NYSE:DIS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered The Walt Disney Company (NYSE:DIS) in another article, where we shared the list of best cruise stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
09-04-2025
- Business
- Yahoo
ClearBridge Value Strategy Sold its Holdings in The Goldman Sachs Group (GS) in Q1
ClearBridge Investments, an investment management company, released its 'ClearBridge Value Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the strategy underperformed its Russell 1000 Value benchmark, driven by detractors in the energy and financials, overcame contributions from overweight to energy and underweight to IT. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, ClearBridge Value Strategy emphasized stocks such as The Goldman Sachs Group, Inc. (NYSE:GS). Founded in 1869, The Goldman Sachs Group, Inc. (NYSE:GS) is a financial institution that operates through Global Banking & Markets, Asset & Wealth Management, and Platform Solutions segments. The one-month return of The Goldman Sachs Group, Inc. (NYSE:GS) was -13.72%, and its shares gained 15.34% of their value over the last 52 weeks. On April 8, 2025, The Goldman Sachs Group, Inc. (NYSE:GS) stock closed at $462.22 per share with a market capitalization of $143.65 billion. ClearBridge Value Strategy stated the following regarding The Goldman Sachs Group, Inc. (NYSE:GS) in its Q1 2025 investor letter: "Our largest sell was The Goldman Sachs Group, Inc. (NYSE:GS) relatively early in the quarter, as expectations for an increased capital market cycle under the new Trump administration brought its share price in line with our assessment of fair value." A financial analyst presenting a chart of insurance solutions to a boardroom. The Goldman Sachs Group, Inc. (NYSE:GS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 81 hedge fund portfolios held The Goldman Sachs Group, Inc. (NYSE:GS) at the end of the fourth quarter compared to 72 in the third quarter. The Goldman Sachs Group, Inc. (NYSE:GS) reported net revenues of $13.9 billion EPS of $11.95, and ROE of 14.6% and ROTE of 15.5% in the fourth quarter of 2024. While we acknowledge the potential of The Goldman Sachs Group, Inc. (NYSE:GS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered The Goldman Sachs Group, Inc. (NYSE:GS) in another article, where we shared Nightview Capital's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
09-04-2025
- Business
- Yahoo
Here's Why ClearBridge Value Strategy Decided to Exit Oracle (ORCL)
ClearBridge Investments, an investment management company, released its 'ClearBridge Value Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the strategy underperformed its Russell 1000 Value benchmark, driven by detractors in the energy and financials, overcame contributions from overweight to energy and underweight to IT. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, ClearBridge Value Strategy emphasized stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was -17.49%, and its shares gained 2.26% of their value over the last 52 weeks. On April 8, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $124.50 per share with a market capitalization of $349.127 billion. ClearBridge Value Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q1 2025 investor letter: "We also exited enterprise software and cloud services company Oracle Corporation (NYSE:ORCL) as its strong performance in 2024 had rerated its stock higher and narrowed the gap between our assessment of share price and intrinsic business value. This, combined with the company's relatively high correlation to other AI holdings that we have high conviction in led us to seize the opportunity to capture gains in the stock reinvest in other areas we feel have superior risk/return profiles." A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 105 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the fourth quarter compared to 91 in the third quarter. While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered Oracle Corporation (NYSE:ORCL) in another article, where we shared the list of best innovative stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
