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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 is a Portfolio Manager and member of the Global Value Equity investment team at ClearBridge Investments. She co-manages numerous U.S., global and international value strategies. She joined the firm and the investment industry in 2002. Jean began her tenure as a Research Analyst at Legg Mason Capital Management, covering the health care sector, as well as transportation logistical companies, industrial gas, and Chinese internet stocks and was then named Portfolio Manager. Legg Mason Capital Management integrated into ClearBridge in 2014. Prior to joining the firm, she was a Senior Business Analyst managing consulting projects for Fortune 50 clients in the pharmaceutical industry at ISO Health Care Group. Jean received a Ph.D. in molecular biology from Columbia University, an M.B.A. in health sector management and finance from Duke University, and an M.D. from Beijing Medical University. She is a CFA® charterholder.
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
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
111-147m
 
 
 
 
 
 
 
 
 
123-159m
 
 
 
 
 
 
 
 
 
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 -0.1 23.4 6.6 7.8 15.6 9.4 6.6 -3.2 4.7 38.8
Peer Group Composite 1.4 24.6 15.5 -0.6 17.1 13.9 19.7 3.2 9.9 35.3
Over / Under -1.5 -1.2 -8.9 8.4 -1.5 -4.5 -13.1 -6.4 -5.2 3.5
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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