Fund Inception | 03/10/1970 |
Name of Issuer | Franklin Templeton Investments |
Fund Advisor(s) | Franklin Templeton Fund Adviser, LLC |
Sub-Advisor(s) | ClearBridge Investments, LLC |
Fund Managers for SHAPX
Michael Kagan
Portfolio Manager since 08/06/2009
"Michael manages the Large Cap Core strategy and co-manages the Appreciation strategy. He joined a predecessor organization in 1994 and has 29 years of investment industry experience. Michael is a member of the ClearBridge Management, Proxy and Brokerage Committees.
Michael previously was employed as an equity analyst for Zweig Advisors and was portfolio manager of the Fidelity Select Construction and Housing Fund at Fidelity Investments.
Michael received his BA in Economics from Harvard College and attended the Massachusetts Institute of Technology Sloan School of Management.
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Stephen Rigo
Portfolio Manager since 09/30/2022
Stephen co-manages the Appreciation Strategy. He joined ClearBridge in 2016 as a Sector Analyst covering financials, and in 2019 was named a Senior Portfolio Analyst on the Appreciation Strategy.
He has 22 years of investment industry experience. Prior to joining ClearBridge, he was a Portfolio Strategist at Moore Capital Management. He was previously an Analyst at York Capital Management and a Senior Analyst at Green Arrow Capital, covering financials in both roles. He was also a Research Associate at Friedman, Billings, Ramsey, covering Life Insurance. Stephen received at BSBA in Finance from Boston College. He is a member of the CFA Institute