Group 1 - ClearBridge Investments reported a strong rebound in U.S. equities during Q2 2025, with the S&P 500 Index returning 10.9% and the Russell 3000 Index advancing 11.0% due to improved risk sentiment following a pause in tariff implementation [1] - The ClearBridge Select Strategy outperformed its benchmark in Q2 2025, attributed to effective portfolio construction across various companies and sectors with distinct growth drivers [1] Group 2 - Verisk Analytics, Inc. (NASDAQ:VRSK) was highlighted as a significant investment, with a one-month return of -8.17% and a 52-week loss of 6.12%, closing at $249.69 per share with a market capitalization of $34.885 billion on September 17, 2025 [2] - In Q2 2025, Verisk Analytics generated $773 million in revenue, marking a 7.8% increase from Q2 2024 [4] - ClearBridge initiated a position in Verisk Analytics, emphasizing its modern solutions as essential for major insurance companies, projecting high single-digit growth and improved margins and free cash flow [3]

Core Insights - Clarivate Plc announced the appointment of Maroun S. Mourad as President of the Intellectual Property segment, effective September 8, 2025, succeeding Gordon Samson who will retire at the end of 2025 [1][2] - The appointment reflects Clarivate's commitment to long-term growth in the IP business, with Mourad bringing extensive experience in data analytics, software, and technology-enabled services [2] - The Intellectual Property segment of Clarivate provides a range of solutions including IP management software, patent services, and litigation intelligence to help organizations manage and protect their IP assets [3] Company Overview - Clarivate is a global provider of transformative intelligence, offering data, insights, analytics, and expert services across various sectors including Academia, Government, Intellectual Property, and Life Sciences [4]