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Yvette Klevan

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
Education:
  • MBA in Finance and Management Information Systems from the University of Houston BBA in Mechanical Engineering Route to Business from the University of Texas
  • see above
  • 30 years of industry experience 20 years of portfolio management experience MBA in Finance and Management Information Systems

Citywire Rating: Not Rated

not rated

2013

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2014

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2015

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2016

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2017

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2018

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sector performance

Bonds - Global Income Funds

funds managed

fund total return standard deviation max drawdown
Lazard Global Fixed Income Portfolio;Instl 6.8 % 3.3 -1.7 %

League Table - Rank 30/89 (2nd quartile)

rank Manager Return
30 Yvette Klevan 30. Yvette Klevan 6.8%
30 Jared Daniels 30. Jared Daniels 6.8%
32 Timothy P. O’Brien 32. Timothy P. O’Brien 6.5%
32 Amit Chandra 32. Amit Chandra 6.5%
32 Peter J. DeCaprio 32. Peter J. DeCaprio 6.5%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 1.2%
2017 7.9% 2.2% 3.3% 1.5% 0.7%
2016 0.2% 5.1% 1.3% 1.2% -7.0%
2015 -4.0% -1.7% -0.9% -0.1% -1.4%
2014 0.1% 1.9% 2.8% -3.3% -1.2%
2013 -3.6% 2.2% 0.0%

Are you Yvette Klevan?

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