基本資料

投資策略

本基金尋求賺取長期資本增值。

本基金將其資產淨值至少70%投資於美國受監管市場上市或買賣的美國公司之普通股，而副投資經理相信該 等公司正經歷或有潛力經歷其盈利及╱或現金流量增長超過標準普爾500指數的成分公司的平均盈利及╱或現金增長 率。本基金可投資於具備長期盈利增長及／或現金流量前景的小型、中型及大型公司的證券，而對公司規模無特定 目標權重。

基金經理人

• Green Aram
• 資歷 3年(2021-03-31 至今)

• Aram co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products, and manages the Select strategy. He has 19 years of investment industry experience and 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.

• Bauman Evan
• 資歷 17年(2007-04-20 至今)

• Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 24 years of investment industry experience, all with the firm and its predecessors.
  
  Evan joined the organization in 1996 as an intern before graduating with a BS in Mathematics from Duke University.

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