Breaking News
Get 45% Off 0
😎 Watchlist Weekend: Get instant access to see which stocks billionaires are buying
Copy for FREE
Close

Clearbridge International Value Fund Class A (SBIEX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
10.81 -0.07    -0.64%
07/02 - Closed. Currency in USD
Type:  Fund
Market:  United States
Underlying:  MSCI ACWI ex USA Net
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 122.51M
ClearBridge International Value A 10.81 -0.07 -0.64%

SBIEX Overview

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

Foreign Large Value

Total Assets

122.51M

Expenses

1.28%

Inception Date

31461

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
Jean Yu Portfolio Manager 2023 Now
Biography Jean Yu is a Managing Director, Portfolio Manager at ClearBridge Investments. Jean co-manages the Value Equity Strategy. She has 20 years of investment industry experience. Jean joined a predecessor organization in 2002 as a Research Analyst responsible for research in the health care sector as well as transportation logistical companies, industrial gas, and Chinese internet stocks. Previously, she worked as a Senior Business Analyst, managing consulting projects for Fortune 50 clients in the pharmaceutical industry at ISO Health Care Group. She received an MD from Beijing Medical University, an MBA from Duke University in Health Sector Management and Finance and a PhD in Molecular Biology from Columbia University. Jean received the CFA designation in 2006.
Grace Su Managing Director 2017 Now
Biography Grace Su is a Portfolio Manager at ClearBridge Investments. In addition to portfolio management, Grace is responsible for covering the media, technology and telecom sectors for our international and global portfolios. She has 21 years of investment industry experience. Grace joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management. Prior to Brandywine, Grace was an equity research analyst at Bear Stearns and previously a business analyst at Mitchell Madison Group. Grace earned a BS in Business Administration from the Haas School of Business, University of California, Berkeley and an MBA in Finance from the Wharton School, University of Pennsylvania.
Sean M. Bogda Managing Director 2006 Now
Biography Sean Bogda is a Managing Director, Portfolio Manager at ClearBridge Investments. He is a member of ClearBridge's Global Value Equity investment team and co-manages numerous global and international strategies. In addition to portfolio management, He has 29 years of investment industry experience. Sean joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management, where he began his career as a research assistant in 1993. Sean earned a BS in Finance from the University of Colorado and is a member of the CFA Institute
Paul D. Ehrlichman Chairman 2006 2022
Biography 33 years of investment industry experience; Joined a predecessor firm in 2008; Brandywine Global - Global Equity Chief Investment Officer, Managing Director; Provident Capital Management - Portfolio Manager; First Pennsylvania Bank - Securities Analyst; BS in Finance and Quantitative Analysis from La Salle University - See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/ehrlichman-paul.html#sthash.3leLDeLg.dpuf
Safa R. Muhtaseb Managing Director 2006 2022
Biography Safa R. Muhtaseb,CFA, is a Managing Director and a Portfolio Manager on the International and Global Value Equity team at ClearBridge Global Currts Investment Management,LLC. He is responsible for contributions to research and investments across countries and sectors and general and stock recommendations for the firm’s equity strategies. Mr. Muhtaseb was previously with Brandywine as a global equity portfolio manager (2004-2008), bringing with him over 30 years of investment industry experience. He was also with Goldman Sachs Asset Management as a senior portfolio manager (2001-2004).
Elisa A. Mazen Managing Director 2008 2013
Biography Elisa is the head of ClearBridge's Global Growth Equity investment team and co-manages numerous global and international growth strategies. Elisa is responsible for covering the consumer sector for our international and global growth portfolios. Elisa joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management. Prior to joining Global Currents, Elisa was a Managing Director and Head of the International and Global Equity Investments Group at Oppenheimer Capital, a division of Allianz Global Investors. In addition, Elisa was Executive Vice President and Portfolio Manager for the Central European Value Fund and had responsibility for a number of other funds at the firm. Prior to Oppenheimer, she was a portfolio manager at Clemente Capital where she managed assets for public pension funds. Elisa began her career at Mitchell Hutchins Asset Management, now a subsidiary of UBS, in the High Yield investment area. Elisa received her BA in Economics and Finance from Douglass College, Rutgers University and serves as a member of the Douglass College Investment Committee.
George F. Foley Managing Director 2008 2011
Biography George is a managing director and portfolio manager for Global Currents. In addition to his role as portfolio manager, George is responsible for covering the financial, energy and utilities sectors for our international and global portfolios. George has 26 years of investment industry experience. Prior to joining Global Currents, George was a portfolio manager at Glenmede Trust Company where he managed the Glenmede Large Cap Value Fund as well as separate accounts for Glenmede’s institutional clients. Prior to Glenmede Trust Company, George was with SEI Corporation as a consultant; a managing partner and chief investment officer in a private partnership; an executive vice president and institutional portfolio manager for Walnut Asset Management in Philadelphia; and a portfolio manager for CIGNA International Investment Advisors where he began his career as an investment analyst.
Jeffrey J. Russell Portfolio Manager 1986 2006
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
James B. Conheady Managing Director 1986 2002
Biography Conheady is a managing director with Salomon Smith Barney Company, his employer since 1990. Previously, he spent 23 years with Drexel Burnham, where he served as a first vice president.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

SBIEX Comments

Write your thoughts about Clearbridge International Value Fund Class A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email