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Clearbridge Mid Cap Fund Class A (SBMAX)

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30.64 -0.05    -0.16%
25/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.04B
ClearBridge Mid Cap A 30.64 -0.05 -0.16%

SBMAX Overview

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

Mid-Cap Blend

Total Assets

1.04B

Expenses

0.83%

Inception Date

36039

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
Matthew Lilling Portfolio Manager 2020 Now
Biography Matthew is a Portfolio Manager and co-manages the Mid Cap, Mid Cap Growth, and SMID Cap Growth portfolios. He joined ClearBridge Investments in 2010 and has 15 years of investment industry experience. Prior to his appointment to the Portfolio Management team, Matthew served as a Senior Portfolio Analyst at ClearBridge supporting ClearBridge Small Cap and Mid Cap products. Prior to joining ClearBridge, he was a Private Equity and M&A Advisory Associate at MTS Health Partners and an Investment Banking Analyst at Lehman Brothers, Inc. Matthew received an MBA from Columbia Business School and holds a BA in Economics from Emory University. He is also a member of the CFA Society New York and the CFA Institute. - See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/lilling-matthew.html#sthash.WfULaucA.dpuf
Brian M. Angerame Portfolio Manager 2005 Now
Biography Brian co-manages the Mid Cap, Mid Cap Growth and SMID Cap Growth products. He joined a predecessor organization in 2000 as an equity research analyst responsible for the consumer discretionary and consumer staples sectors, and has 26 years of investment industry experience. Previously, Brian was an analyst and assistant portfolio manager of the Prudential Real Estate Securities Fund at Prudential Investment Management. He earned his BA in Government from Dartmouth College and is a member of the New York Society of Security Analysts.
Derek J. Deutsch Managing Director 2005 2020
Biography Derek co-manages the Mid Cap, Mid Cap Growth, SMID Cap Growth and Sustainability Leaders Strategy products. Derek has 21 years of investment industry experience. He joined a predecessor organization in 1999, and spent six years as an equity research analyst responsible for the health care sector. Prior to joining the firm, Derek worked as a special assistant at the U.S. Department of Health and Human Services in Washington, D.C., and also as a journalist covering health care policy for the American Political Network. Derek earned a BA from Brown University and an MBA from Georgetown University. He is a member of the CFA Institute and of the CFA Society New York.
Peter C. Stournaras Managing Director 2005 2006
Biography Mr. Stournaras has been co-portfolio manager of the fund since the fund’s inception in 2023. He joined the Firm in 2020, and his investment experience dates from 1998. Since joining the Firm, he has served as the head of the Integrated Equity Group in the U.S. Equity Division. Prior to joining the Firm, he served as a managing director and chief portfolio strategist in multi-asset class solutions at JP Morgan Private Bank, and as a private consultant and advisor at Pteleos Consulting.
Lawrence Weissman managing director and Senior Portfolio Manager 1998 2005
Biography Weissman is currently a managing director and senior portfolio manager with Smith Barney Asset Management, his employer since 1997. Previously, he was a portfolio manager for three years at Neuberger & Berman. Prior to that, Weissman was a portfolio manager at TIAA-CREF. Weissman holds the Chartered Financial Analyst designation.
Susan Kempler Managing Director 2001 2005
Biography Kempler is a Managing Director and portfolio manager with Teachers Advisors, LLC. She joined TIAA-CREF in 2005 and was previously a portfolio manager at Jennison Associates from 2000 to 2005. Prior to that, Susan was at Citigroup Asset Management from 1997-2005.
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