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Clearbridge All Cap Value Fund Class A (SHFVX)

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ClearBridge All Cap Value A historical data, for real-time data please try another search
14.09 +0.21    +1.51%
23/08 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.57B
ClearBridge All Cap Value A 14.09 +0.21 +1.51%

SHFVX Overview

 
On this page you'll find an in-depth profile of Clearbridge All Cap Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of SHFVX among other information.
Category

Large Value

Total Assets

1.57B

Expenses

1.11%

Inception Date

29902

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Reed Cassady, CFA Portfolio Manager 2021 Now
Biography Reed co-manages the ClearBridge All Cap Value Strategy. He joined a predecessor firm in 2007 and has 14 years of investment industry experience. Prior to his appointment to the Portfolio Management team for the All Cap Value strategy, Reed served as a Senior Portfolio Analyst supporting several related ClearBridge strategies. Reed earned a BA in Music Composition from the College of William & Mary and an MBA from the Mason School of Business at the College of William & Mary. He received the CFA designation in 2010. See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/cassady-reed.html#sthash.SbYJ1TWC.dpuf
Albert Grosman Managing Director, Portfolio Manager 2015 Now
Biography Albert Grosman is a Managing Director and a Portfolio Manager of ClearBridge and has 29 years of industry experience. Mr. Grosman joined the manager in 2007. He was formerly an Equity analyst specializing in small and mid-cap companies with Long Trail Investment Management, Phinity Capital, Cyllenius/BlackRock and Fidelity Management and Research. • Columbia Business School — MBA • Emory University — BBA in Business Administration
Sam Peters Managing Director, Portfolio Manager 2015 Now
Biography • Member of the CFA Institute • Industry since 1993 • Firm since 2005 • University of Chicago — MBA • College of William & Mary — BA in Economics • Fidelity Management & Research - Portfolio Manager, Health Care Sector Team Leader • Samuel M. Peters Investment Advisors - Founder • Eppler, Guerin & Turner - Financial Consultant - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf
Peter J. Hable Portfolio Manager 1990 2015
Biography Peter Hable Managing Director, Portfolio Manager •31 years of investment industry experience, all with the firm •Joined a predecessor firm in 1983 • Member of the ClearBridge Investments Management Committee •MBA from the Wharton School at the University of Pennsylvania •BS in Economics from Southern Methodist University
John G. Goode President 1990 2015
Biography "John co-manages the All Cap Value, Balanced Income and Opportunity strategies. John has 45 years of investment industry experience, all with the firm or its predecessors, and is a member of the ClearBridge Investments Management Committee. John began his career in 1969 as a research analyst with Davis Skaggs & Co. He went on to become director of research in 1971 and chairman of the board in 1982. In 1983, he was instrumental in merging Davis Skaggs with Shearson American Express. In 1988, John became the president and CEO of Davis Skaggs Investment Management. "
Kenneth M. Roberts President & CCO 1981 1990
Biography Ken Roberts founded the firm in 1994 and leads the firm’s management team in making strategic, financial and operational decisions. Ken also functions in a collaborative role with the investment team by providing strategic input inclusive of top down economic analysis, sector research, and individual company analysis. He has over four decades of diverse experience in the investment management industry including security analysis, mutual fund management, and separate account portfolio management. Ken began his career as a Security Analyst and Portfolio Manager for Murphey Favre, Inc. in 1966. His vast experience includes security analysis and portfolio management with Foster & Marshall and Shearson Asset Management. Ken was President and Portfolio Manager of the Shearson Fundamental Value Fund from its inception in 1981 through 1990; also serving as a Director of the Shearson Fundamental Value Fund from 1987 through 1991. Ken also formed and managed his own investment advisory group within Smith Barney Shearson until founding Ken Roberts Investment Management, Inc. His experience in different market environments adds the in-depth perspective necessary in managing client assets for the long-term. Ken serves as Chief Compliance Officer and is Chairman of the firm’s Board of Directors. He is currently serving on the Board of Trustees at Whitworth University and is a member of the National Board of Advisors for the Washington State University College of Business. Ken is also a member of the CFA Institute and was past President of the CFA Society of Spokane. He earned his B.A. degree in Economics from Whitworth University and an M.B.A. degree in Finance from Harvard University.
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