Fund Inception | 09/09/2013 |
Name of Issuer | Franklin Templeton Investments |
Fund Advisor(s) | Franklin Templeton Fund Adviser, LLC |
Sub-Advisor(s) | ClearBridge Investments, LLC |
Fund Managers for LCMRX
Brian Angerame
Portfolio Manager since 08/31/2010
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.
Aram Green
Portfolio Manager since 08/31/2010
Aram co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products, and manages the Select strategy. He began his career in asset management as an equity analyst at Hygrove Partners, LLC. Aram joined ClearBridge Investments as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager. He is a member of the ClearBridge Management Committee.
Prior to joining Hygrove, Aram was co-founder and executive vice president of iCollege, an infrastructure software company catering to the educational market place. In 2001, iCollege was acquired by BlackBoard Inc.
Aram earned a BA in Economics from Union College. Aram serves as a board member for several non-profit organizations.
Matthew Lilling
Portfolio Manager since 06/30/2020
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
Jeffrey Bailin, CFA
Portfolio Manager since 12/31/2023
Jeffrey Bailin co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth strategies at ClearBridge Investments. He joined ClearBridge in 2015 as a Portfolio Analyst. Prior to ClearBridge, Jeff worked as Vice President & Lead Analyst, Equity Research for Health Care Distribution & Technology at Credit Suisse.
Jeff has a BS in Finance and Accounting from Georgetown University and is a member of the CFA Institute and the CFA Society New York.