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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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John Baldi

John Baldi

About John Baldi

John Baldi is managing director and senior portfolio analyst at ClearBridge Investments. With nearly 20 years’ experience in the investment industry, he joined the firm in 2004 and prior to this he was a senior analyst at JP Morgan Chase. Baldi graduated with a BSc in finance and economics from Boston College.

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Citywire Rating: A rated

2018

  • JRated Plus in Jan 2018
  • FRated Plus in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018

Performance

Property - US Equity
over : 31/03/2017 - 31/03/2018
Manager Return
36 Matthew Werner -1.7%
36 Bruce Garrison -1.7%
38 David M. Lee -1.9%
38 Mark McAllister -1.9%
38 John Baldi -1.9%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.2%
2017 3.1% -1.5% 0.7% 0.7% 3.3%
2016 13.7% 5.7% 7.8% 1.0% -1.2%
2015 -0.4% 4.2% -9.2% -1.2% 6.5%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.