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🔥 This hedge fund gained 26.16% in the last month. Get their top stocks with our free stock ideas tool. See stock ideas
38.85
-0.13
-0.33%
- Morningstar Rating:
- Total Assets: 1.78B
ClearBridge Small Cap Growth IS
38.85
-0.13
-0.33%
- Overview
- Profile
- Historical Data
- Holdings
Clearbridge Small Cap Growth Fund Class Is Overview
On this page you'll find an in-depth profile of Clearbridge Small Cap Growth Fund Class Is. Learn about the key management, total assets, investment strategy and contact information of LMOIX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities of companies with small market capitalizations and related investments. The portfolio managers use a growth-oriented investment style that emphasizes small U.S. companies.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jeffrey Bailin, CFA | Portfolio Manager | 2023 | Now |
| Biography | Jeffrey Bailin co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth strategies at ClearBridge Investments. He joined ClearBridge in 2015 as a Portfolio Analyst. Prior to ClearBridge, Jeff worked as Vice President & Lead Analyst, Equity Research for Health Care Distribution & Technology at Credit Suisse. Jeff has a BS in Finance and Accounting from Georgetown University and is a member of the CFA Institute and the CFA Society New York. | ||
| Aram E. Green | Managing Director, Portfolio Manager | 2007 | Now |
| Biography | Aram co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products, and manages the Select strategy. He began his career in asset management as an equity analyst at Hygrove Partners, LLC. Aram joined ClearBridge Investments as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager. He is a member of the ClearBridge Management Committee. Prior to joining Hygrove, Aram was co-founder and executive vice president of iCollege, an infrastructure software company catering to the educational market place. In 2001, iCollege was acquired by BlackBoard Inc. Aram earned a BA in Economics from Union College. Aram serves as a board member for several non-profit organizations. | ||
| Jeffrey J. Russell | Portfolio Manager | 2007 | 2023 |
| Biography | Jeff co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products. He has 39 years of investment industry experience and joined the organization in 1990. Jeff began his career at Drexel Burnham Lambert as a media analyst and later became a global portfolio manager. He is a member of the ClearBridge Investments Management Committee. Jeff has extensive experience analyzing and investing in both international and domestic companies of all market capitalizations. Jeff earned a BS in Civil Engineering from the Massachusetts Institute of Technology and an MBA from the Wharton School at the University of Pennsylvania. He is a member of the CFA Institute and of the New York Society of Security Analysts. He serves as a board member for several non-profit organizations and enjoys playing squash | ||
| Dmitry Khaykin | Managing Director | 2003 | 2007 |
| Biography | Managing Director of ClearBridge since 2008. He began his investment career in 1994 and has a BA from New York University and an MBA from The Wharton School of Business at the University of Pennsylvania. | ||
| Margret Blaydes | Vice President | 2003 | 2007 |
| Biography | Blaydes is a vice president of CAM North America, LLC. She joined the manager in March 2003. Prior to that, Blaydes was an equity research analyst at Salomon Smith Barney Inc. | ||
| Vincent Gao | executive Vice President, Director, Sector Manager, Research Analyst | 2003 | 2007 |
| Biography | Gao is an executive vice president and director of CAM North America, LLC. Gao acts as a sector manager for small cap growth and balanced strategies of the manager, as well as a research analyst covering technology. He joined the manager in 1999. Gao holds the Charted Financial Analyst designation. | ||
| Robert Feitler | Managing Director | 1998 | 2007 |
| Biography | Managing Director of ClearBridge since 2005. He began his investment career in 1995 and has a BA from Haverford College and an MBA from the University of Wisconsin. | ||
| Kevin Caliendo | Equity Analyst, Convertible Portfolio Manager | 2002 | 2006 |
| Biography | Caliendo joined Salomon Brothers Asset Management in 2002. Prior to that he was an Equity Analyst and Convertible portfolio manager at SAC Capital. | ||
| Matthew P. Ziehl | Vice President | 1998 | 2000 |
| Biography | Mr. Ziehl has been a Vice President and senior portfolio manager of OppenheimerFunds, Inc. since May 2009. Prior to joining OppenheimerFunds, Inc., Mr. Ziehl was a portfolio manager with RS Investment Management Co. LLC from October 2006 to May 2009 and served as a managing director at The Guardian Life Insurance Company from December 2001 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Ziehl served as a portfolio manager and team leader at Salomon Brothers Asset Management, Inc. from January 2001 to December 2001. Mr. Ziehl has a B.A. | ||
| John B. Cunningham | Managing Director, CIO, Vice President, Portfolio Manager | 1998 | 2000 |
| Biography | Cunningham is a managing director and chief investment officer of Seligman. He is also vice president and portfolio manager of Seligman Common Stock Fund, Inc. and Tri-Continental Corporation. Prior to joining Seligman, he was, beginning in 2001, a managing director, senior portfolio of Salomon Brothers Asset Management ("SBAM") and Group Head of SBAM's Equity Team. Prior to 2001, he was a director, portfolio manager of SBAM. | ||
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