ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities reported a strong but volatile performance in the fourth quarter, with the S&P 500 Index returning 2.7% while the benchmark Russell Midcap Growth Index declined 3.7%. In this environment, a balanced, highly active share approach resulted in Strategy’s third consecutive quarter of outperformance, capturing early momentum while providing downside protection during rising volatility towards the end of the period. The strategy maintained its long-term investment philosophy of disciplined portfolio management and opportunistic capital allocation. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its fourth-quarter 2025 investor letter, ClearBridge Growth Strategy highlighted stocks such as TE Connectivity Ltd. (NYSE:TEL). TE Connectivity Ltd. (NYSE:TEL) is a connectivity and sensor solutions manufacturer. The one-month return of TE Connectivity plc (NYSE:TEL) was 0.63%, and its shares gained 64.36% of their value over the last 52 weeks. On January 9, 2026, TE Connectivity plc (NYSE:TEL) stock closed at $231.60 per share, with a market capitalization of $68.22 billion.
ClearBridge Growth Strategy stated the following regarding TE Connectivity plc (NYSE:TEL) in its fourth quarter 2025 investor letter:
“Fourth-quarter outperformance was driven by a combination of balanced portfolio construction and strong stock selection. Early in the quarter, momentum tied to AI and technology supported results, while the portfolio’s exposure to steadier compounders and defensive growth names helped protect performance as volatility increased. TE Connectivity plc (NYSE:TEL), an electronic component manufacturer specializing in connectivity and sensor solutions, also contributed, supported by secular trends in its automotive and industrial businesses.”
TE Connectivity plc (NYSE:TEL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge fund portfolios held TE Connectivity plc (NYSE:TEL) at the end of the third quarter, up from 47 in the previous quarter. While we acknowledge the potential of TE Connectivity plc (NYSE:TEL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
