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ClearBridge Global Growth Strategy Q4 2024 Commentary

/ AAPL, AAPL:CA, ABNB, ABNB:CA, AMZN, AMZN:CA, APH, ASML, ASML:CA, ASMLF, AVGO, AVGO:CA, BAC, BAC.PR.B, BAC.PR.E, BAC.PR.K, BAC.PR.L, BAC.PR.M, BAC.PR.N, BAC.PR.O, BAC.PR.P, BAC.PR.Q, BAC.PR.S, BACRP, BML.PR.G, BML.PR.H, BML.PR.J, BML.PR.L, BOFA:CA, CAABX, CCAEX, CCAHX, CCCEX, CCIEX, CFLGX, CHKP, CHWY, ClearBridge Investments, CLSUX, COTY, CSCDX, CSCHX, CSCNX, CSCOX, CVAPX, DOCU, DXCM, DXY, EMO, FCII:CA, FCSI:CA, Fund Letters, GOOG, GOOG:CA, GOOGL, HESAF, HESAY, INFR, L:CA, LADIX, LBFIX, LBGAX, LBGCX, LBGIX, LBLCF, LBRIX, LCBDX, LCBEX, LCBOX, LCBSX, LCBVX, LCILX, LCISX, LCLAX, LCLCX, LCLIX, LCMIX, LCMMX, LCMRX, LCOIX, LCSSX, LCSTX, LGASX, LGGAX, LGVAX, LIORX, LISGX, LLY, LLY:CA, LMARX, LMASX, LMESX, LMGFX, LMGNX, LMGPX, LMGRX, LMGTX, LMLSX, LMMRX, LMNSX, LMNVX, LMOIX, LMPFX, LMPIX, LMPLX, LMPMX, LMPOX, LMPPX, LMPRX, LMPSX, LMREX, LMSAX, LMVTX, LRGE, LRLCF, LRLCY, LSIFX, LSIRX, LSITX, LSIUX, LVLGX, LVMHF, LVMUY, MER.PR.K, MPWR, MRVL, NEE, NEE.PR.R, NEE.PR.S, NEE.PR.T, NKE, NKE:CA, NONOF, NVDA, NVDA:CA, NVO, NVON:CA, OCPNF, OLYMY, PINS, PUGBY, PUIGF, RBLX, RDDT, RGAVX, RGIVX, RGSVX, SAGCX, SAGYX, SAIFX, SAPCX, SAPYX, SASMX, SBICX, SBIEX, SBIYX, SBLGX, SBLYX, SBMAX, SBMLX, SBPLX, SBPYX, SCSMX, SE, SHAPX, SHOP, SHOP:CA, SHRAX, SINAX, SINOX, SLCCX, SMBYX, SMCPX, SMDLX, SOPAX, SOPYX, SPOT, TDG, TGT, TMO, TMO:CA, TSM, TSMWF, UBER, UBER:CA, USDOLLAR, XCTRX, XEMOX, YLDE

ClearBridge Global Growth Strategy Q4 2024 Commentary Read Post »

AAPL, AAPL:CA, ABNB, ABNB:CA, AMZN, AMZN:CA, APH, ASML, ASML:CA, ASMLF, AVGO, AVGO:CA, BAC, BAC.PR.B, BAC.PR.E, BAC.PR.K, BAC.PR.L, BAC.PR.M, BAC.PR.N, BAC.PR.O, BAC.PR.P, BAC.PR.Q, BAC.PR.S, BACRP, BML.PR.G, BML.PR.H, BML.PR.J, BML.PR.L, BOFA:CA, CAABX, CCAEX, CCAHX, CCCEX, CCIEX, CFLGX, CHKP, CHWY, ClearBridge Investments, CLSUX, COTY, CSCDX, CSCHX, CSCNX, CSCOX, CVAPX, DOCU, DXCM, DXY, EMO, FCII:CA, FCSI:CA, Fund Letters, GOOG, GOOG:CA, GOOGL, HESAF, HESAY, INFR, L:CA, LADIX, LBFIX, LBGAX, LBGCX, LBGIX, LBLCF, LBRIX, LCBDX, LCBEX, LCBOX, LCBSX, LCBVX, LCILX, LCISX, LCLAX, LCLCX, LCLIX, LCMIX, LCMMX, LCMRX, LCOIX, LCSSX, LCSTX, LGASX, LGGAX, LGVAX, LIORX, LISGX, LLY, LLY:CA, LMARX, LMASX, LMESX, LMGFX, LMGNX, LMGPX, LMGRX, LMGTX, LMLSX, LMMRX, LMNSX, LMNVX, LMOIX, LMPFX, LMPIX, LMPLX, LMPMX, LMPOX, LMPPX, LMPRX, LMPSX, LMREX, LMSAX, LMVTX, LRGE, LRLCF, LRLCY, LSIFX, LSIRX, LSITX, LSIUX, LVLGX, LVMHF, LVMUY, MER.PR.K, MPWR, MRVL, NEE, NEE.PR.R, NEE.PR.S, NEE.PR.T, NKE, NKE:CA, NONOF, NVDA, NVDA:CA, NVO, NVON:CA, OCPNF, OLYMY, PINS, PUGBY, PUIGF, RBLX, RDDT, RGAVX, RGIVX, RGSVX, SAGCX, SAGYX, SAIFX, SAPCX, SAPYX, SASMX, SBICX, SBIEX, SBIYX, SBLGX, SBLYX, SBMAX, SBMLX, SBPLX, SBPYX, SCSMX, SE, SHAPX, SHOP, SHOP:CA, SHRAX, SINAX, SINOX, SLCCX, SMBYX, SMCPX, SMDLX, SOPAX, SOPYX, SPOT, TDG, TGT, TMO, TMO:CA, TSM, TSMWF, UBER, UBER:CA, USDOLLAR, XCTRX, XEMOX, YLDE

Aristotle Large Cap Growth Q4 2024 Commentary

/ APH, ARIFX, ARIGX, ARILX, Aristotle Capital Management, AVGO, DXCM, EXPE, GH, GTLS, HON, KLAC, LLY, Mutual Fund Commentaries, NOW, PLADX, PLAHX, PLBCX, PLCDX, PLCHX, PLCNX, PLDSX, PLEBX, PLEDX, PLFDX, PLFLX, PLFRX, PLHIX, PLHYX, PLIAX, PLIDX, PLIIX, PLNCX, PLSDX, PLSFX, PLSRX, PLSTX, PLUDX, PLUIX, PMADX, PMCDX, POAAX, POACX, POBAX, POBCX, POCAX, POCEX, PODAX, PODCX, POEAX, POEDX, POMCX, POMDX, Tech, TSLA, UNH

Aristotle Large Cap Growth Q4 2024 Commentary Read Post »

APH, ARIFX, ARIGX, ARILX, Aristotle Capital Management, AVGO, DXCM, EXPE, GH, GTLS, HON, KLAC, LLY, Mutual Fund Commentaries, NOW, PLADX, PLAHX, PLBCX, PLCDX, PLCHX, PLCNX, PLDSX, PLEBX, PLEDX, PLFDX, PLFLX, PLFRX, PLHIX, PLHYX, PLIAX, PLIDX, PLIIX, PLNCX, PLSDX, PLSFX, PLSRX, PLSTX, PLUDX, PLUIX, PMADX, PMCDX, POAAX, POACX, POBAX, POBCX, POCAX, POCEX, PODAX, PODCX, POEAX, POEDX, POMCX, POMDX, Tech, TSLA, UNH

Aristotle Focus Growth Q4 2024 Commentary

/ ARIFX, ARIGX, ARILX, Aristotle Capital Management, DXCM, EXPE, LLY, Mutual Fund Commentaries, NFLX, NOW, PLADX, PLAHX, PLBCX, PLCDX, PLCHX, PLCNX, PLD, PLDSX, PLEBX, PLEDX, PLFDX, PLFLX, PLFRX, PLHIX, PLHYX, PLIAX, PLIDX, PLIIX, PLNCX, PLSDX, PLSFX, PLSRX, PLSTX, PLUDX, PLUIX, PMADX, PMCDX, POAAX, POACX, POBAX, POBCX, POCAX, POCEX, PODAX, PODCX, POEAX, POEDX, POMCX, POMDX, SPGI, Tech, TT, UNH, V

Aristotle Focus Growth Q4 2024 Commentary Read Post »

ARIFX, ARIGX, ARILX, Aristotle Capital Management, DXCM, EXPE, LLY, Mutual Fund Commentaries, NFLX, NOW, PLADX, PLAHX, PLBCX, PLCDX, PLCHX, PLCNX, PLD, PLDSX, PLEBX, PLEDX, PLFDX, PLFLX, PLFRX, PLHIX, PLHYX, PLIAX, PLIDX, PLIIX, PLNCX, PLSDX, PLSFX, PLSRX, PLSTX, PLUDX, PLUIX, PMADX, PMCDX, POAAX, POACX, POBAX, POBCX, POCAX, POCEX, PODAX, PODCX, POEAX, POEDX, POMCX, POMDX, SPGI, Tech, TT, UNH, V

Tracking Baillie Gifford’s 13F Portfolio – Q4 2024 Update

/ ALNY, APP, CPNG, DDOG, DXCM, ELF, ESTC, John Vincent, MELI, META, META:CA, MRNA, MSFT, MSFT:CA, NET, NFLX, NFLX:CA, NU, NVDA, NVDA:CA, ODD, PDD, RACE, SE, SHOP, SHOP:CA, SPOT, TSLA, TSLA:CA, TTD, Z, ZG

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ALNY, APP, CPNG, DDOG, DXCM, ELF, ESTC, John Vincent, MELI, META, META:CA, MRNA, MSFT, MSFT:CA, NET, NFLX, NFLX:CA, NU, NVDA, NVDA:CA, ODD, PDD, RACE, SE, SHOP, SHOP:CA, SPOT, TSLA, TSLA:CA, TTD, Z, ZG
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