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You are here: Manager factsheet

John Baldi
Franklin Templeton Fund Mgt Lt
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
John is a portfolio manager on the Dividend Strategy and Dividend Plus Strategy at ClearBridge Investments. He joined the firm in 2004 and the investment industry in 1998. John joined the firm as an equity investment analyst, transitioned to a research analyst covering the financials sector in 2005, became a senior portfolio analyst supporting the Appreciation Strategy in 2016, and was named a portfolio manager on the Dividend Strategy in 2019. Prior to joining ClearBridge he was a senior analyst covering specialty finance at JPMorgan Chase. John earned a B.S. in finance and economics from Boston College.
Total return for John Baldi
Manager career performance
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
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : John Baldi

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
John Baldi 17.0 8.3 13.2 -0.6 9.6 8.7 3.3 - - -
Peer Group Composite 24.3 5.9 21.0 3.1 6.1 24.4 11.3 - - -
Over / Under -7.3 2.4 -7.8 -3.7 3.5 -15.7 -8.0 - - -
Performance vs peer group composite: John Baldi
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
2 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF ClearBridge US Equity Income Co-managed UT North America since Apr 01 2019 to present
Funds managed previously
Fund Periods
FTF ClearBridge US Equity Income since Apr 01 2019 to fund close
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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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