Clearbridge Small Cap Strategy Believes in AGCO Corporation’s (AGCO) Overseas Sales Expansion

Group 1 - ClearBridge Investments released its second-quarter 2025 investor letter for the ClearBridge Small Cap Strategy, highlighting the volatility in small-cap stocks during the quarter [1] - The Russell 2000 Index rebounded 10% from its November 2024 record highs, driven by growth, momentum, high-beta, and low-quality stocks, but underperformed compared to the Russell 1000 Index, which returned 11.1% [1] - The ClearBridge Small Cap Strategy underperformed its benchmark during this period, with the Russell 2000 returning 8.5% for the quarter [1] Group 2 - AGCO Corporation, a global manufacturer of agricultural equipment, was highlighted in the investor letter, with a one-month return of -3.07% and a 52-week gain of 18.34% [2] - As of September 15, 2025, AGCO Corporation's stock closed at $109.71 per share, with a market capitalization of $8.187 billion [2] - The strategy added AGCO Corporation as a new holding, believing it stands to benefit from new trade and tariff policies due to its diversified global sales, with approximately 80% of sales outside the U.S. [3] Group 3 - AGCO Corporation is not among the 30 most popular stocks among hedge funds, with 27 hedge fund portfolios holding the stock at the end of the second quarter, unchanged from the previous quarter [4] - While AGCO Corporation is acknowledged for its investment potential, certain AI stocks are considered to offer greater upside potential and less downside risk [4]