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You are here: Manager factsheet

Tracy Chen

Franklin Templeton Fund Mgt Lt, Franklin Temp Intnl Serv SARL
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Manager profile
Tracy is a portfolio manager and head of structured credit, responsible for investing in global mortgage- and asset-backed securities, and other structured credit products. She joined the Firm in August 2008. Prior to joining Brandywine Global, she was with UBS Investment Bank as director of the fixed income valuation group (2006-2008), GMAC Mortgage Group as a mortgage pricing analyst (2003-2006), Deloitte Consulting as a senior corporate strategy consultant (2001-2003), and Guotai Jun’An Securities Ltd. in Shenzhen, China as an international corporate finance associate (1995-1999). Tracy earned an MBA with a concentration in Finance from Kenan-Flagler Business School at the University of North Carolina, an M.A. in American Studies from Sichuan University in Chengdu, China, and a B.A. in English for Scientific Purposes from University of Electronic Science & Technology of China in Chengdu, China. Tracy is a CFA® charter holder and earned the Chartered Alternative Investment Analyst (CAIA) charter in 2010. She was also published in the Summer 2017 and Spring 2007 edition of The Journal of Structured Finance.
Total return for Tracy Chen
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tracy Chen

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Tracy Chen 4.2 -3.1 -2.9 0.8 1.3 5.4 1.0 2.0 17.8 -2.8
Peer Group Composite 6.3 0.9 -4.4 0.8 3.2 6.3 1.1 1.0 15.0 1.0
Over / Under -2.1 -4.0 1.5 0.0 -1.9 -0.9 -0.1 1.0 2.8 -3.8
Performance vs peer group composite: Tracy Chen
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF Brandywine Global Income Optimiser Co-managed UT Sterling Strategic Bond since Dec 19 2011 to present
FTGF FTGF Brandywine Global Credit Opportunities Co-managed FO Fixed Int - Global since Jun 30 2014 to present
FTGF Brandywine Global Fixed Income Absolute Return Co-managed FO Absolute Return since Oct 31 2020 to present
FTGF Brandywine Global Opportunistic Fixed Income Co-managed FO Fixed Int - Global since Oct 31 2020 to present
FTGF Brandywine Global Multi-Sector Impact Co-managed FO Fixed Int - USD since Dec 01 2022 to present
Funds managed previously
Fund Periods
FTF Brandywine Global Income Optimiser since Dec 19 2011 to fund close
FTGF Brandywine Global High Yield since Nov 30 2012 to Mar 21 2023
FTGF Brandywine Global Income Optimiser since Jun 03 2013 to Oct 30 2020
FTGF Brandywine Global Enhanced Absolute Return since Oct 31 2020 to fund close
FTGF Brandywine Global Defensive High Yield since Apr 06 2017 to Oct 30 2020
Legg Mason Brandywine Global US High Yield since Oct 30 2017 to Jun 03 2019
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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