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Clearbridge Tactical Dividend Income Fund Class C (SMDLX)
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30/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 5.93M
ClearBridge Tactical Dividend Income C
23.97
+0.19
+0.80%
- Overview
- Profile
- Historical Data
- Holdings
SMDLX Overview
On this page you'll find an in-depth profile of Clearbridge Tactical Dividend Income Fund Class C. Learn about the key management, total assets, investment strategy and contact information of SMDLX among other information.
Investment Strategy
The investment seeks to generate high current income, with capital appreciation as a secondary objective. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in equity and equity-related securities that provide investment income, dividend payments or other distributions or in other investments with similar economic characteristics. The fund may invest in equity and equity-related securities of issuers with any market capitalization.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Patrick McElroy | co-Portfolio Manager | 2022 | Now |
| Biography | PATRICK MCELROY, CFA Director Portfolio Manager Clearbridge Investments New York, United States He joined the firm in 2007 and has 29 years of investment industry experience. His previous positions include Convertible Securities Research Analyst at Palisade Capital Management, Convertible Securities and Equities Research Analyst at Jefferies & Co., Research Associate for Fixed Income at Standard & Poor's, and Fixed Income Division Sales at Donaldson, Lufkin and Jenrette Securities. Patrick earned his BS in Comprehensive Science and Math from Villanova University and his MBA from New York University's Leonard N. Stern School of Business. He is a member of the CFA Institute | ||
| Peter Vanderlee | Managing Director and Portfolio | 2012 | Now |
| Biography | Peter Vanderlee is a Managing Director and Portfolio Manager at ClearBridgeof ClearBridge and has 20 years of industry experience and 11 years of related industry experience. He joined the subadviser or its predecessor in 2005. His 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. Previously, he was with Citigroup Global Markets Inc. (“CGMI”) since 1999. Mr. Vanderlee 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. | ||
| Mark J. McAllister | executive Vice President, Portfolio Manager | 2012 | 2023 |
| Biography | Mark McAllister, CFA, and Peter Vanderlee, CFA, have served as co-portfolio managers of the fund since January 2012. Messrs. McAllister and Vanderlee are primarily responsible for overseeing the day-to-day operation of the fund and have the ultimate authority to make portfolio decisions. Mr. McAllister is a Managing Director and Senior Portfolio Manager of ClearBridge specializing in REIT portfolios. He has 27 years of investment industry experience. Mr. McAllister joined a predecessor firm of ClearBridge in 1999 and until 2007 was a Managing Director and Senior Portfolio Manager focusing on large cap value strategies. Most recently, he was a Partner at High Rise Capital Management. Previously, Mr. McAllister worked for JLW Capital Management as a Portfolio Manager, for Cohen & Steers Capital Management as a Security Analyst and Investment Committee member and for Metropolitan Life as a Real Estate Analyst. | ||
| Thomas G. Hudson | Co-Manager | 2007 | 2012 |
| Biography | Tom co-manages the Diversified Large Cap Growth strategy products. Prior to joining a predecessor organization in 2000, Tom was a vice president and portfolio manager at Morgan Stanley, where his responsibilities included managing capital growth and core equity portfolios. Tom began his career at Neuberger & Berman as a research analyst focusing on mid and large capitalization equities. He received his Bachelor of Science in Business Administration at Boston University School of Management. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute. | ||
| Evan Bauman | Managing Director | 2007 | 2012 |
| Biography | Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 24 years of investment industry experience, all with the firm and its predecessors. Evan joined the organization in 1996 as an intern before graduating with a BS in Mathematics from Duke University. | ||
| Peter J. Bourbeau | Director | 2007 | 2010 |
| Biography | Peter Bourbeau is a managing director and portfolio manager of ClearBridge and has 31 years of investment industry experience. He joined the firm or its predecessor in 1991. Previously, Bourbeau was a director of Citigroup Global Markets Inc. (CGMI) and served as a portfolio manager at Smith Barney Asset Management (SBAM). A graduate of the University of Florida, Bourbeau obtained his MBA from Fordham University. Bourbeau has served as a portfolio manager for the Fund since its inception in November 2018. | ||
| Scott K. Glasser | Co-Chief Investment Officer | 2005 | 2007 |
| Biography | Scott is Co-Chief Investment Officer and co-manages the Appreciation and Dividend strategies. He has 29 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 | ||
| Harry D. Cohen | Managing Director | 2005 | 2007 |
| Biography | Hersh is Co-Chief Investment Officer and a Portfolio Manager for the Income Solutions team that manages the Dividend Strategy and Equity Income products, in addition to managing numerous private portfolios and retirement funds.Hersh began his career with a predecessor organization in 1969 as a portfolio manager and has 45 years of industry experience. He was appointed CIO of ClearBridge’s predecessor firm in 2004. He is a member of the ClearBridge Investments Management and Risk Committees.Hersh received his BA from Western Reserve University in 1962 (now Case Western Reserve University), and earned a PhD in Psychology from Tufts University in 1966. Hersh spends his spare time cooking and collecting American prints from the Depression era. He stays in shape by jogging, playing softball and hiking. Raised in Cleveland, he is an avid fan of the Cleveland Indians, the Cleveland Browns and the Rock and Roll Hall of Fame. | ||
| Dennis A. Johnson | Vice President, Portfolio Manager | 2004 | 2006 |
| Biography | Johnson is vice president and portfolio manager with Peachtree Asset Management, his employer since 1994. Prior to joining the firm, he was president and chief investment officer at Trusco Capital from 1989 to 1994. Johnson is a Chartered Financial Analyst. | ||
| Brian Routledge | Portfolio Manager | 2001 | 2004 |
| Biography | Brian Routledge joined SSGA Ireland's Dublin-based Fundamental Equity Team in January 2007. Brian manages both SSGA Ireland's Global Spotlight Strategy and our USA Spotlight Strategy and is Head of Portfolio Management. Brian has over 28 years' investment management industry experience. Prior to joining SSGA Ireland, Brian spent seven years as a Senior Portfolio Manager and Analyst at Citigroup Asset Management (then Legg Mason) in the US. Prior to this Brian has over 12 years' experience as a sell-side analyst for both Credit Suisse First Boston and Prudential Securities in New York. Brian holds a BSc (Finance) from St. John's University, New York, and earned the Chartered Financial Analyst designation in 1992. | ||
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