基本資料

投資策略

該基金尋求取得長期資本增值。該基金將其資產淨值至少 70%投資於在美國受監管市場上市或買賣的美國公司股本證券。該基金的投資將包括普通股、優先股及 股本相關證券。

基金經理人

• Rigo Stephen
• 資歷 2年(2022-09-30 至今)

• Stephen co-manages the Appreciation Strategy. He joined ClearBridge in 2016 as a Sector Analyst covering financials, and in 2019 was named a Senior Portfolio Analyst on the Appreciation Strategy.
  He has 22 years of investment industry experience. Prior to joining ClearBridge, he was a Portfolio Strategist at Moore Capital Management. He was previously an Analyst at York Capital Management and a Senior Analyst at Green Arrow Capital, covering financials in both roles. He was also a Research Associate at Friedman, Billings, Ramsey, covering Life Insurance. Stephen received at BSBA in Finance from Boston College. He is a member of the CFA Institute

• Glasser Scott
• 資歷 18年(2007-04-20 至今)

• Scott is Co-Chief Investment Officer and co-manages the Appreciation and Dividend strategies. He has 29 years of investment industry experience and is a member of ClearBridge's Management, Valuation and Risk Management Committees. He previously served as co-director of research for ClearBridge.
  
  Prior to joining the firm, Scott was a credit analyst specializing in fixed income investments for Bear Stearns. In 1993, Scott joined the research department of predecessor organization Shearson Lehman Brothers as a consumer analyst and transitioned into a role as a portfolio manager one year later.
  
  Scott graduated from Middlebury College in Vermont where he received his BA in Political Science and Spanish. He earned his MBA in Finance from Pennsylvania State University

• Kagan Michael
• 資歷 18年(2007-04-20 至今)

• "Michael manages the Large Cap Core strategy and co-manages the Appreciation strategy. He joined a predecessor organization in 1994 and has 29 years of investment industry experience. Michael is a member of the ClearBridge Management, Proxy and Brokerage Committees.
  Michael previously was employed as an equity analyst for Zweig Advisors and was portfolio manager of the Fidelity Select Construction and Housing Fund at Fidelity Investments. 
  Michael received his BA in Economics from Harvard College and attended the Massachusetts Institute of Technology Sloan School of Management.
  "

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