MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide total return by seeking to provide income as well as long-term capital growth over a rolling three to five year period. Although the Fund seeks to provide total return through income generation and capital growth over a rolling three to five year period, there is no guarantee that this will be achieved over such a time period, or any time period. The Fund’s capital is at risk.

Fund Managers

Scott K Glasser

Scott is Co-Chief Investment Officer and co-manages the Appreciation and Dividend strategies. He has over 25 years of investment industry experience and is a member of ClearBridge's Management, Valuation and Risk Management Committees. He previously served as co-director of research for ClearBridge. Prior to joining the firm, Scott was a credit analyst specializing in fixed income investments for Bear Stearns. In 1993, Scott joined the research department of predecessor organization Shearson Lehman Brothers as a consumer analyst and transitioned into a role as a portfolio manager one year later. Scott graduated from Middlebury College in Vermont where he received his BA in Political Science and Spanish. He earned his MBA in Finance from Pennsylvania State University.

Peter Vanderlee

Peter is a member of the Income Solutions team that comanages the Dividend Strategy products. He is also a comanager of the Tactical Dividend Income strategy, Balanced Income Strategy and the LMP Capital and Income Fund. Peter has over 20 years of investment management experience and more than 10 years of related industry experience. Peter's investment industry experience includes a senior associate position in the Financial Services and Information Technology Group of Booz & Co. and a senior position as first vice president within the Information Technology Division of Citigroup Inc. Peter transitioned to a ClearBridge Investments predecessor firm in 1999. Peter received his MS in Math/Computer Science from the University of Technology, Eindhoven, Holland and his MBA from New York University's Leonard N. Stern School of Business. He is a member of the CFA Institute.

MIchael Clarfeld

Michael is a member of the Income Solutions team and comanages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has over 15 years of investment industry experience. Prior to joining ClearBridge, Michael served as an Equity Analyst at Hygrove Partners and was a Financial Analyst at Goldman Sachs. He is a member of the CFA Institute and of the New York Society of Security Analysts. Michael received his BA in History from Duke University.

John Baldi

John is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has over 20 years of investment industry experience and joined a predecessor organization in 2004. John previously served as a Senior Analyst for Specialty Finance at JPMorgan Chase. John earned a BS in Finance and Economics from Boston College.