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

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Yvette Klevan

Yvette Klevan

Showing manager performance globally. You can view performance in individual jurisdictions.

About Yvette Klevan

Texas-born Yvette Klevan obtained her bachelor degree in mechanical engineering route to business from the University of Texas and she holds an MBA in finance and management information systems from the University of Houston. She has thirty years of industry experience, of which twenty are in portfolio management. Following periods at Aramco Services Company, Chase Manhattan Bank and Bank of America, Yvette joined Offitbank as a senior portfolio manager. In 2002, she moved to Lazard and now heads up the global fixed income team, where she applies a ‘global core plus’ investment style to portfolio management, focusing on top-down global market trends in concert with bottom-up credit analysis. Through her active management strategy and relative value approach, she aims to generate consistent returns through all market environments. Currency and non-deliverable forwards are used for hedging and as a source of incremental return, and Yvette currently views bonds in fiscally resilient countries as favourable.

Runs institutional money

Are you Yvette Klevan?

Citywire Rating: Not Rated

2010

  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MRated A in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ONot rated in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015

Performance

Bonds - Global
over : 31/07/2014 - 31/07/2015
Rank 244/592 Bonds - Global
Manager Return
242 Mark G. Beischel -6.7%
243 Markus Kramer -6.7%
244 Yvette Klevan -6.7%
245 David Arnaud -6.8%
246 Tom Sartain -6.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -1.8% -1.0%
2014 -0.4% 1.8% 2.7% -3.5% -1.4%
2013 -4.5% -2.9% -3.7% 2.2% -0.1%
2012 5.1% 1.7% 0.0% 3.7% -0.3%
2011 5.4% 1.5% 3.2% 0.9% -0.3%
2010 -1.9%

Related News

US firm broadens scope of top bond fund

The New York-based group is changing the approach of one of its top rated manager's bond funds. 

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.