Reported 3 days ago
In its third-quarter 2025 investor letter, ClearBridge Investments highlighted Parker-Hannifin Corporation (PH) as a promising investment, pointing to its strong performance and exposure to growing sectors like aerospace. Despite a 22.21% increase in value over the last year, ClearBridge's strategy underperformed due to lower exposure to AI stocks. The report emphasized optimism in early cyclical companies benefiting from an improving economy while acknowledging that other AI stocks may present better upside potential.
Source: YAHOO