Fund Inception | 08/04/2008 |
Name of Issuer | Franklin Templeton Investments |
Fund Advisor(s) | Franklin Templeton Fund Adviser, LLC |
Sub-Advisor(s) | ClearBridge Investments, LLC |
Fund Managers for LMOIX
Aram Green
Portfolio Manager since 03/02/2007
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.
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.