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Jean Yu, CFA, Ph.D.

Jean Yu, CFA, Ph.D.

Managing Director, Portfolio Manager
23 Years experience

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

Jean is a Portfolio Manager and member of the Global Value Equity investment team at ClearBridge Investments. She co-manages numerous global and international strategies. She joined ClearBridge in 2014 and has 23 years of investment industry experience.

Prior to joining ClearBridge, Jean was a Portfolio Manager at Legg Mason Capital Management, which completed its integration into ClearBridge in 2014; 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 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 also a member of the CFA Institute.

Experience

  • 23 years of investment industry experience
  • Joined ClearBridge Investments in 2014
  • Legg Mason Capital Management – Portfolio Manager
  • Legg Mason Capital Management – Research Analyst
  • ISO Health Care Group – Senior Business Analyst
  • Ph.D. in molecular biology from Columbia University
  • M.B.A. in health sector management and finance from Duke University
  • M.D. from Beijing Medical University
  • Member of the CFA Institute

Perspectives

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