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Clearbridge Large Cap Value Fund Class A2 (LIVVX)

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ClearBridge Large Cap Value A2 historical data, for real-time data please try another search
38.67 +0.29    +0.76%
24/06 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 249.38M
ClearBridge Large Cap Value A2 38.67 +0.29 +0.76%

LIVVX Overview

 
On this page you'll find an in-depth profile of Clearbridge Large Cap Value Fund Class A2. Learn about the key management, total assets, investment strategy and contact information of LIVVX among other information.
Category

Large Value

Total Assets

249.38M

Expenses

0.94%

Inception Date

41502

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
Dmitry Khaykin Managing Director 2007 Now
Biography Industry Since 1996, Firm since 2003, Wharton School at the University of Pennsylvania - MBA in Finance and Accounting, New York University, BA in Economics & Computer Science, Gabelli & Company, Inc - Research Analyst for Telecom sector, Morgan Stanley & Co., Inc - Associate Risk Management.
Robert Feitler Managing Director 2004 Now
Biography Industry since 1994, Firm since 1995, University of Wisconsin - MBA Finance, Haverford College - BA, Economics, Footwear Industry - Financial analysis, accounting, and merchadising, Marine Bank - Commercial Credit Analyst.
Mark J. McAllister executive Vice President, Portfolio Manager 1999 2007
Biography Mark McAllister, CFA, and Peter Vanderlee, CFA, have served as co-portfolio managers of the fund since January 2012. Messrs. McAllister and Vanderlee are primarily responsible for overseeing the day-to-day operation of the fund and have the ultimate authority to make portfolio decisions. Mr. McAllister is a Managing Director and Senior Portfolio Manager of ClearBridge specializing in REIT portfolios. He has 27 years of investment industry experience. Mr. McAllister joined a predecessor firm of ClearBridge in 1999 and until 2007 was a Managing Director and Senior Portfolio Manager focusing on large cap value strategies. Most recently, he was a Partner at High Rise Capital Management. Previously, Mr. McAllister worked for JLW Capital Management as a Portfolio Manager, for Cohen & Steers Capital Management as a Security Analyst and Investment Committee member and for Metropolitan Life as a Real Estate Analyst.
John B. Cunningham Managing Director, CIO, Vice President, Portfolio Manager 1997 2004
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.
Ross Margolies Director, Portfolio Manager 1998 2000
Biography Margolies is director and portfolio manager with Salomon Brothers Asset Management, his employer since 1992. Previously, he spent three years as a high-yield analyst on the sell side with Lehman Brothers and two years as a high-yield analyst on the buy side with Prudential Insurance.
Allan R. White Director 1992 1998
Biography White has been a director of Salomon Brothers Asset Management since 1989. Previously, he spent three years as a vice president with First Boston Asset Management. White is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.
Pamela Milunovich director and Senior Portfolio Manager 1995 1997
Biography Milunovich is a director and senior portfolio manager with Salomon Brothers Asset Management. Prior to joining the firm, she worked as an investment banker at James Capel and Oppenheimer & Company, Inc. She was also an insurance equity analyst at Morgan Stanley. She has more than 15 years of investment and industry experience. Milunovich was recognized as a "Best of the Buy Side" research analyst by Institutional Investor in December 1996.
Ross Margolies Director, Portfolio Manager 1994 1995
Biography Margolies is director and portfolio manager with Salomon Brothers Asset Management, his employer since 1992. Previously, he spent three years as a high-yield analyst on the sell side with Lehman Brothers and two years as a high-yield analyst on the buy side with Prudential Insurance.
James Fleischmann Senior Managing Director 1992 1994
Biography Fleischmann is currently the senior managing director of global research for Teachers Advisors, his employer since 1994. Prior to joining TIAA-CREF, Fleischmann was a director of Salomon Brothers Asset Management. Previously, he spent a year as a vice president with McGlinn Investment Advisers and two years as a vice president with Delaware Management Company. He is a value investor. Fleischmann is a Chartered Financial Analyst.
Robert S. Salomon chair, CEO, Managing Director 1991 1992
Biography Salomon is chair, chief executive officer, and managing director at Salomon Brothers Asset Management Company. Before joining the firm in 1975, he was a senior vice president at U.S. Trust. As a portfolio manager, he emphasizes growth at a reasonable price. Salomon is a member of the New York Society of Securities Analysts and co-chair of the investment management workshop at Salomon Brothers. Salomon was born November 13, 1936 in New York City.
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