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You are here: Manager factsheet

Daniel Green
Franklin Templeton Fund Mgt Lt, Omnis Investments Ltd
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Manager profile
Dan is a Portfolio Manager on the UK Managers’ Focus, UK Mid Cap and UK Small Cap strategies at ClearBridge Investments. He joined the firm in 2015 and has 15 years of investment industry experience. Dan was a Portfolio Manager at Martin Currie, which became part of ClearBridge in 2025. Prior to this, he was a Portfolio Manager at Franklin Templeton; Assistant Vice President on the valuations team at Deutsche Bank; Equity Derivatives Analyst at J.P. Morgan and a Senior Associate at PricewaterhouseCoopers. Dan holds a Bachelor of Laws from the University of Sheffield. He holds an Investment Management Certificate and is also a member of the CFA Institute.
Total return for Daniel Green
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
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Daniel Green

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
Daniel Green 7.9 3.7 -0.6 -11.6 12.7 1.0 25.7 -11.7 - -
Peer Group Composite 12.0 9.6 -0.2 -8.6 12.8 0.0 20.2 -8.3 - -
Over / Under -4.1 -5.9 -0.4 -3.0 -0.1 1.0 5.5 -3.4 - -
Performance vs peer group composite: Daniel Green
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 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF ClearBridge UK Smaller Companies Co-managed UT UK Smaller Companies since Dec 01 2017 to present
FTF ClearBridge UK Managers' Focus Co-managed UT UK All Companies since Jun 30 2020 to present
FTF ClearBridge UK Mid Cap Co-managed UT UK All Companies since Jun 30 2020 to present
Omnis UK Smaller Companies Co-managed UT UK Smaller Companies since Jun 30 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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