Disposition of 12701 shares by Russell Falkenstein of Aarons at 12.0 subject to Rule 16b-3

LMASX Fund  USD 40.61  0.07  0.17%   
Slightly above 65% of Clearbridge Small's investor base is looking to short. The analysis of overall sentiment of trading Clearbridge Small Cap mutual fund suggests that many investors are alarmed at this time. Clearbridge Small's investing sentiment can be driven by a variety of factors including economic data, Clearbridge Small's earnings reports, geopolitical events, and overall market trends.
  
Filed transaction by The Aarons Officer: Evp, Coo, Lease-to-own. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

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Disposition of 12701 stock options (right to buy) at 12.0 of Aarons by Russell Falkenstein on 5th of October 2024. This event was filed by The Aarons with SEC on 2026-03-07. Initial filing of beneficial ownership - SEC Form 3

Clearbridge Small Fundamental Analysis

We analyze Clearbridge Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clearbridge Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clearbridge Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Five Year Return

Five Year Return Comparative Analysis

Clearbridge Small is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Clearbridge Small Cap Potential Pair-trading

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Clearbridge Small mutual fund to make a market-neutral strategy. Peer analysis of Clearbridge Small could also be used in its relative valuation, which is a method of valuing Clearbridge Small by comparing valuation metrics with similar companies.

Other Information on Investing in Clearbridge Mutual Fund

Clearbridge Small financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Small security.
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