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"Our strategies harness an active, bottom-up approach to stock selection that combines the market knowledge of long-tenured portfolio managers with the original research of a specialized group of analysts."

Scott Glasser, Co-Chief Investment Officer

Perspectives

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Making an Impact through Engagement and Analysis

ESG Video Commentary
ESG Video Commentary

Environmental, Social and Governance (ESG) investing is gaining greater acceptance among both individual and institutional investors.

  • ClearBridge has been an investor in ESG strategies for more than 20 years
  • We remain at the forefront in promoting and communicating the benefits of ESG investing
  • Proprietary ESG ratings are integrated into our fundamental research process and drive company engagement

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Experience and Tenure Differentiate ClearBridge

ClearBridge Investments has been recognized by Pensions & Investments Magazine as a "Best Place to Work in Money Management" in all five years of the survey.

These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees.

 

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About Us

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Asset Management is our Sole Focus

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ClearBridge Introduction

We align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long-term outcomes.

Here you can learn more about our company, our team and careers at ClearBridge.

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Office Locations

ClearBridge Investments, LLC

620 Eighth Ave., 48th Floor
New York, NY 10018
Phone: 1-800-691-6960

50 California Street, Suite 1500
San Francisco, CA 94111
Phone: 1-800-691-6960

2 Righter Parkway
Delaware Corporate Center II
Wilmington, DE 19803
Phone: 1-302-476-3800

100 International Drive
Baltimore, MD 21202
Phone: 1-866-410-5500

201 Bishopsgate, 7th Floor
London EC2M 3AB
United Kingdom

Mutual Fund Shareholders

For questions about Mutual Funds, please call Legg Mason Shareholder Services at 1-800-822-5544 or visit Legg Mason's website.

Custom Solutions

We offer custom solutions, collective investments and locally registered funds in many jurisdictions around the world through our affiliated companies. Learn more about how we can help.

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Our Team

Jean Yu, CFA, PhD

Managing Director, Portfolio Manager
15 Years experience
15 Years at ClearBridge

"Value can often be identified when alternative lenses are used to view a business."

Jean co-manages the Value Equity Strategy. She has 15 years of investment industry experience.

Jean joined ClearBridge, 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.

Experience

  • 15 years of investment industry experience
  • Joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2002
  • Member of the CFA Institute
  • Executive Board member, American Heart Association in the Greater Maryland area
  • ISO Health Care Group - Senior Business Analyst
  • PhD in Molecular Biology from Columbia University
  • MBA in Health Sector Management and Finance from Duke University
  • MD from Beijing Medical University

Perspectives

  • Value Equity Strategy
    1Q17 Commentary: Just as all rivers are slaves to gravity, capital flows don’t like to fight gravity either.
  • Value Equity Strategy
    4Q16 Commentary: Financial markets again demonstrated that even fully developed frontal cortexes lead to myriad judgment errors.
  • Value Equity Strategy
    3Q16 Commentary: Macro forecasting is almost always wrong because simple and linear causal narratives fail to capture the true complexity of market and economic dynamics.
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