Breaking News
Get 45% Off 0
📈 MSFT, APPL, META: Which of the three will react best after posting earnings this week?
Ask WarrenAI
Close

Clearbridge Small Cap Value Fund Class A (SBVAX)

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
 
ClearBridge Small Cap Value A historical data, for real-time data please try another search
17.13 -0.02    -0.12%
18/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 96.43M
ClearBridge Small Cap Value A 17.13 -0.02 -0.12%

SBVAX Overview

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

Small Value

Total Assets

96.43M

Expenses

1.31%

Inception Date

36217

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
Brian Lund Portfolio Manager 2019 Now
Biography Brian Demain is Portfolio Manager of the Janus Mid Cap Growth, a position he has held since 2007. Mr. Demain joined Janus in July 1999 as an Equity Research Analyst. From July 1999 to October 2007, Mr. Demain served as an Equity Research Analyst, focusing on companies in the media and communications sectors and from 2004 to 2007 he led the Communications Sector Research Team. Mr. Demain received his bachelor's degree in economics from Princeton University. Mr. Demain holds the Chartered Financial Analyst® designation.
Albert Grosman Managing Director, Portfolio Manager 2019 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
Juan Miguel del Gallego Director 2015 2019
Biography Juan Miguel del Gallego, CFA, is a Director and Portfolio Manager of ClearBridge. He joined ClearBridge or its predecessor companies in 2001. He is a CFA Charterholder and has a BS in Business Administration from Boston University.
Tim Daubenspeck Director 2015 2019
Biography Tim Daubenspeck is a Director and Portfolio Manager of ClearBridge. Mr. Daubenspeck has been with ClearBridge since 2008. He has an MBA in Finance from Columbia Business School and a BA in History from Franklin and Marshall College.
Mark Bourguignon Director 2009 2015
Biography Mr. Bourguignon joined ClearBridge as Option Advantage Partners, LP - Research Analyst in 2003. Previously, he is a Research Associate in Thomas Weisel Partners, LLC , Financial Services and Digital Security Software Group . Before joined Thomas, Bourguignon worked in Donaldson, Lufkin, and Jenrette Securities Corporation as a Research Associate, Financial Institutions Group. He has got a BA in Criminology and Law from Marquette University and a BS in Finance from Marquette University
Mark Feasey Director 2009 2015
Biography Mr. Feasey has more than 16 years of investment industry experience. He has joined ClearBridge in 2005 *Hotchkis and Wiley Capital Management - Equity Analyst *Barra, Inc. - Product Manager *Member of the CFA Institute *MBA from Anderson School at UCLA *BSc in Statistics from University of Bath, UK "
Michael Kang Director 2009 2015
Biography Mr. Kang is a director and portfolio analyst of ClearBridge. He joined the subadviser or its predecessor companies in 2004 and has been in the investment industry since 1998. In January 2003, Mr. Kang joined Carlin Financial Group as a proprietary trader and prior to that, he was a global technology analyst at Montgomery Asset Management. Mr. Kang holds a BA in Economics from University of California at Berkeley.
Peter J. Hable Portfolio Manager 1999 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
Marina Chinn Director 2009 2015
Biography Ms. Chinn is a director and portfolio analyst of ClearBridge. She joined the subadviser or its predecessor companies in 2005 and has been in the investment industry since 2001. From 2001 to 2005, she was an investment banker at Citigroup Global Corporate and Investment Bank. Ms. Chinn holds a BA in English and World Literature from Kiev T. Schevchenko University and a MBA in Finance & Accounting, Simon Business School from University of Rochester.
Thomas Driscoll Major, Naval Aviator 2002 2004
Biography Thomas B. Driscoll was employed by Citigroup, Inc or its predecessor firms since 1996. Prior to his employment with Citigroup he became a Major and Naval Aviator of the United States Marine Corps. He has 7 years of investment experience.
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.

SBVAX Comments

Write your thoughts about Clearbridge Small Cap 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