by Clearbridge Investments, an investment management company, has released its “Clearbridge Value Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The investment landscape seems to bloom on the surface, but chaotic underneath as a result of geopolitical tensions, deglobalization, rising debts and disturbances of the supply chain. Although nominal growth accelerates, it also entails greater volatility and unpredictability. The Clearbridge value strategy surpassed its Russell 1000 Value Index -Benchmark in the second quarter in a modest period for value shares. The total choice of stock contributed to the performance of the strategy in the quarter, while the total sector allocation broke off. In addition, check the top five of the top five of the fund to know its best choices in 2025.
In the second quarter of 2025 investors, Clearbridge Value strategy emphasized shares such as the Walt Disney Company (NYSE: DIS). The Walt Disney Company (NYSE: DIS) is an entertainment company that is active through the entertainment, sports and experiential segments. The return of a month of the Walt Disney Company (NYSE: DIS) was 1.69% and the shares won 24.86% of their value in the last 52 weeks. On July 9, 2025, the Walt Disney Company (NYSE: DIS) share closed at $ 120.61 per share, with a market capitalization of $ 216.827 billion.
Clearbridge Dividend Strategy stated the following with regard to the Walt Disney Company (NYSE: DIS) in his second quarter 2025 Investor letter:
“In communication services, one of our leading contributors was a recent addition The Walt Disney Company (NYSE: DIS). We started a position in the entertainment company during the rate volatility of the first quarter, because the basic principles rose higher and the estimates of the profit began to rise as the streaming company continued to scales. In addition, the strategy of the shift in management, “growth of the market share at the expense of everything” must be an approach that is more focused on improving prices, also improving profitability and margins, and we see a meaningful upward compared to other streaming service providers. “
A crowded theater of cinema visitors who watch a blockbuster film that is produced by the entertainment company.
The Walt Disney Company (NYSE: DIS) is not on our list of 30 most popular shares among hedge funds. According to our database, 104 hedge fund portfolios held the Walt Disney Company (NYSE: DIS) at the end of the first quarter that was 108 in the previous quarter. Although we recognize the potential of DIS as an investment, we believe that certain AI shares offer greater upward potential and bring down less risks. If you are looking for an extremely undervalued AI shares that also benefits considerably from rates from the Trump era and the Onshoring trend, see our free report on the Best AI shares in the short term.
