Jean Yu

Jean Yu is a Portfolio Manager and member of the Global Value Equity investment team at ClearBridge Investments, based in Baltimore, MD. She co-manages a range of global and international value equity strategies, drawing on over 23 years of experience in the investment industry. Her key responsibilities include leading research, portfolio construction, and ongoing management of strategies focused on undervalued companies with strong structural growth drivers across developed and emerging markets.

Jean has established expertise in global equities, with particular focus on sectors such as financials, industrials, energy, healthcare, utilities, and consumer discretionary companies. Previously, she served as a team leader and Portfolio Manager at Legg Mason Capital Management, where she was also a Research Analyst covering the health care sector, transportation logistics, industrial gas companies, and Chinese internet stocks. Earlier in her career, she was a Senior Business Analyst at ISO Health Care Group, managing consulting projects for Fortune 50 pharmaceutical clients.

Jean holds a Ph.D. in molecular biology from Columbia University, an MBA in health sector management and finance from Duke University’s Fuqua School of Business, and an MD in Basic Medical Sciences from Beijing Medical University. She is a CFA charterholder and has been recognized for her contributions to value investing, particularly for her ability to integrate deep scientific and financial expertise into global portfolio management.