MoneyAM Fund Centre

Quick Stats

Fund Objective

To achieve income and capital growth through investment primarily in a range of equity and equity related securities.

Fund Managers

Sean Bogda

Sean is a member of ClearBridge's Global Value Equity investment team and co-manages numerous global and international strategies. In addition to portfolio management, Sean is responsible for covering the industrials/cyclicals, energy and utilities sectors for our international and global value portfolios. He has over 25 years of investment industry experience. Sean joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management, where he began his career as a research assistant in 1993. Sean earned a BS in Finance from the University of Colorado and is a member of the CFA Institute.

Safa Muhtaseb

Safa is a member of ClearBridge's Global Value Equity investment team and co-manages global and international strategies. In addition to portfolio management, Safa is responsible for covering the health care sector for our international and global portfolios. He has over 30 years of investment industry experience. Safa joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management. Prior to joining Global Currents, he had been a portfolio manager with Brandywine Global for 3 years. Previously he was with Goldman Sachs Asset Management as a Senior Portfolio Manager for Global and International products, Virginia Retirement System as Director of International Investments and Portfolio Manager for the U.S. Mid Cap Growth portfolio, CalPERS as an Investment Officer and Portfolio Manager, the State of California as an Auditor, Safa R. Muhtaseb Real Estate Investments as the Principal and Broker, and Al-Othman & Al-Muhtaseb Trading Co. as an Investment Officer. Safa earned an MBA in Finance from the University of Tennessee and a BS in Business Administration from Old Dominion University. He is a member of the CFA Institute.

Paul Ehrlichman

Paul is the Head of ClearBridge's Global Value Equity investment team and co-manages numerous global and international strategies. Paul has over 35 years of investment industry experience. Prior to launching predecessor firm Global Currents Investment Management in 2008, Paul spent 18 years at Brandywine Global Investment Management as Global Equity CIO and Managing Director. Before joining Brandywine Global, Paul was a portfolio manager with Provident Capital Management and a securities analyst at First Pennsylvania Bank. Paul earned a BS degree in Finance and Quantitative Analysis from La Salle University. He is also involved with a number of community organizations including Fairville Friends School, The Brandywine Conservancy, Salesianum High School, St. Patrick's Parish of Kennett Square and The Delaware Nature Society.

Grace Su

Grace is a member of ClearBridge's Global Value Equity investment team and co-manages numerous global and international strategies. In addition to portfolio management, Grace is responsible for covering the media, technology and telecom sectors for our international and global portfolios. She has over 15 years of investment industry experience. Grace joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management. Prior to Brandywine, Grace was an equity research analyst at Bear Stearns and previously a business analyst at Mitchell Madison Group. Grace earned a BS in Business Administration from the Haas School of Business, University of California, Berkeley and an MBA in Finance from the Wharton School, University of Pennsylvania.