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You are here: Manager factsheet

Jean Yu
Franklin Templeton Fund Mgt Lt, Franklin Temp Intnl Serv SARL
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Manager profile
Jean co-manages the Value Equity Strategy. She has over 15 years of investment industry experience. Jean joined ClearBridge Investments, LLC (f/k/a Legg Mason Capital Management, LLC) in 2002 as a Research Analyst responsible for research in the health care sector as well as transportation logistical companies, industrial gas, and Chinese internet stocks. Previously, she worked as a Senior Business Analyst, managing consulting projects for Fortune 50 clients in the pharmaceutical industry at ISO Health Care Group. She received an MD from Beijing Medical University, an MBA from Duke University in Health Sector Management and Finance and a PhD in Molecular Biology from Columbia University. Jean received the CFA designation in 2006.
Total return for Jean Yu
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
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
114-150m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jean Yu

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
Jean Yu -5.1 21.2 0.5 5.9 31.9 -6.4 7.5 -0.5 29.8 -3.3
Peer Group Composite 0.1 22.6 -1.6 5.7 34.8 2.0 15.9 6.2 30.8 2.1
Over / Under -5.2 -1.4 2.1 0.2 -2.9 -8.4 -8.4 -6.7 -1.0 -5.4
Performance vs peer group composite: Jean Yu
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 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
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 ClearBridge US Value Co-managed UT North America since Jan 02 2015 to present
FTGF ClearBridge US Value Co-managed FO Equity - USA since Jan 02 2015 to present
Funds managed previously
Fund Periods
FTF ClearBridge US Value since Jan 02 2015 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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