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Tracy Chen

Tracy Chen

Showing manager performance in United Kingdom View performance globally

About Tracy Chen

As senior research analyst and PM mortgage backed securities, Tracy Chen is responsible for conducting credit analysis on mortgage backed securities with special emphasis on Collateralized Mortgage Obligations (CMOs) and other structured products. She also monitors and analyzes the investment merits of global corporate debt issues. Prior to joining Brandywine Global in August 2008, she was with UBS Investment Bank as director of the fixed income valuation group (2006-2008), GMAC Mortgage Group as a mortgage pricing analyst (2003-2006), Deloitte Consulting as a senior corporate strategy consultant (2001-2003), and J&A Securities Ltd. in Shenzhen, China as an international corporate finance associate (1995-1999). Tracy earned an MBA with a concentration in Finance from Kenan-Flagler Business School at the University of North Carolina, an M.A. in American Studies from Sichuan University in Chengdu, China, and a BA in English for Scientific Purposes from University of Electronic Science & Technology of China in Chengdu, China. Tracy is a CFA® charterholder and earned the Chartered Alternative Investment Analyst (CAIA) charter in 2010. She was also published in the Spring 2007 edition of The Journal of Structured Finance.

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Citywire Rating: Not Rated


  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017


  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DNot rated in Dec 2018


  • JNot rated in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019
  • MNot rated in May 2019


Bonds - Global High Yield
over : 30/04/2018 - 30/04/2019
Manager Return
90 James Tomlins 0.9%
90 Gary Herbert 0.9%
90 Brian Kloss 0.9%
90 Tracy Chen 0.9%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -5.6% -1.8% -0.6% 1.6% -4.8%
2017 6.9% 3.1% 1.0% 2.5% 0.2%
2016 13.6% 3.2% 3.5% 4.2% 2.0%
2015 -2.2% 5.0% 0.0% -6.8% 0.1%
2014 -1.4% -1.3%
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.