Value Gap in Small Caps
Clearbridge Special Investment Trust
INT> Real Estate >
Aug 05, 2014
Investors often focus on immediate problems faced by companies and lose sight of the long-term horizon, especially in the small-cap segment of the market. Often stock prices swing from one extreme of exuberance to the other extreme of pessimism. However, company valuations do not change that often. Albert Grosman and his team look for companies where stock price lags considerably from the long-term value of the company.
Legg Mason Global Currents International All Cap Opportunity Fund
US> Business/Financial Services >
Jul 23, 2010
Investing in international markets requires a strict combination of well-defined objectives, rigorous research process, and adequate diversification. Paul Ehrlichman, portfolio manager of the Legg Mason Global Currents International All Cap Opportunity Fund, scours the world to find companies of all sizes that have well anchored business franchise but are temporarily out of favor.