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Brandywineglobal - Diversified Us Large Cap Value Fund Class Is (LBISX)

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22.16 -0.03    -0.14%
26/09 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Legg Mason
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 171.77M
Legg Mason BW Divers Lg Cp Val IS 22.16 -0.03 -0.14%

LBISX Overview

 
On this page you'll find an in-depth profile of Brandywineglobal - Diversified Us Large Cap Value Fund Class Is. Learn about the key management, total assets, investment strategy and contact information of LBISX among other information.
Category

Large Value

Total Assets

171.77M

Expenses

0.70%

Inception Date

40428

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Joseph J. Kirby Portfolio Manager 2010 Now
Biography Joseph J. Kirby is a portfolio manager of a portion of the MML Equity Fund. Mr. Kirby is lead portfolio manager for Brandywine Global’s Diversified Large Cap Value Equity strategy. He serves as a portfolio manager and securities analyst on the Diversified Value Equity team. Mr. Kirby contributes to the quantitative and fundamental analysis of securities for the Diversified Value Equity portfolios by consistently applying Brandywine Global’s disciplined management exclusionary process. Since joining the firm and Diversified Team in 1995, he has been involved in each aspect of the portfolio process, including leading the trading efforts for all Diversified portfolios from 1997 through 2000. Prior to joining Brandywine Global, Mr. Kirby was with CoreStates Financial Corporation as an auditor (1992 – 1994). Joe earned a B.S. in Finance from DeSales University.
Henry F. Otto Managing Director 2010 Now
Biography Henry is the founder and co-lead portfolio manager of the Diversified Value Equity strategies. Prior to joining Brandywine Global in 1988, he was with Dimensional Fund Advisors, Inc., where he managed and traded small cap portfolios and developed computer systems to structure portfolios and analyze performance (1984-1987), and the Chicago Board of Trade as a financial economist developing financial-based futures and options (1982-1984). He earned both an M.B.A. in Finance and Economics and a B.A. in Economics from the University of Chicago. Henry is a member of the Firm's Executive Board.
Steven M. Tonkovich Managing Director 2010 Now
Biography Steve M. Tonkovich is a portfolio manager. Mr. Tonkovich, Managing Director and Portfolio Manager of Brandywine Global, is co-lead portfolio manager of the Diversified Value Equity strategies. He plays an integral role in the team’s continual refinement of the Diversified Value Equity investment process and the firm’s ongoing research into value investing. Prior to joining the firm in 1989, he was with the Wharton School of the University of Pennsylvania as a research analyst in the Finance Department (1987 – 1989); and the Moore School of Electrical Engineering of the University of Pennsylvania as a research assistant (1986 – 1987). Mr. Tonkovich is a member of the firm’s Executive Board.
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