Katrina Dudley, CFA

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Katrina Dudley, CFA

Katrina Dudley is a portfolio manager of the Franklin Mutual European mutual funds, a position she has held since January 2007.  She joined the Mutual Series team in November 2002. Mutual Series is a deep value asset manager that was founded in 1949 and is part of Franklin Resources, Inc. a NYSE listed asset manager. In addition to her portfolio management responsibilities, Ms. Dudley’s research responsibilities include global industrial, machinery and transportation companies.  She regularly interacts with management teams to discuss their businesses, competitive advantage and market outlooks.

Prior to joining Mutual Series, Ms. Dudley was an investment analyst at Federated Investors, Inc. covering the technology and health care sectors. From 1995 to 2001, Ms. Dudley worked in the corporate finance division of Ernst & Young LLP, most recently as a senior manager, where she specialized in valuation and litigation consulting.

Recent media appearances include segments on CNBC’s Fast Money Halftime Report and Bloomberg Markets.  She also authored the introduction to the Vault Career Guide to Mutual Fund.  Ms. Dudley also regularly speaks to college students and recent graduates about careers in asset management.

Ms. Dudley has an M.B.A. from New York University’s Stern School of Business, a B.A. of Laws (first class honors) and a B.A. in Commerce from Bond University (Australia), and an Associate of Science degree (Computer Science) from the University of the People. She is a Chartered Financial Analyst (CFA) Charterholder.

Ms. Dudley is a trustee of The Children’s Village, one of the largest social services agency in New York where she is the Chair of the Audit Committee and a member of the Nomination/Governance and the Executive Committees.

June 2019

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