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Lazard International Strategic Equity Portfolio Institutional Shares (LISIX)

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13.54 +0.02    +0.15%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.33B
Type:  Fund
Market:  United States
Underlying:  MSCI EAFE Net
Asset Class:  Equity
Lazard International Strategic Eq Instl 13.54 +0.02 +0.15%

LISIX Overview

 
On this page you'll find an in-depth profile of Lazard International Strategic Equity Portfolio Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of LISIX among other information.
Category

Foreign Large Blend

Total Assets

2.33B

Expenses

0.82%

Inception Date

38656

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in countries represented by the MSCI EAFE Index that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. It may invest up to 15% of its assets in securities of companies whose principal business activities are located in emerging market countries. Under normal circumstances, the fund invests at least 80% of its assets in equity securities.

Contact Information

Address London W1J 8ll
London,NY W1J 8ll
United Kingdom
Phone 0800-374810
Fax 020-7448-2110

Top Executives

Name Title Since Until
Jimmie Bork - 2022 Now
Biography Jimmie Bork, CFA Senior Vice President, Portfolio Manager/Analyst Lazard Asset Management Limited (London) Jimmie Bork is a Portfolio Manager/Analyst on the Global Strategic Equity and Global Equity Income teams. He began working in the investment field in 2011. Prior to joining Lazard in 2016, Jimmie was an Equity Analyst with Legal & General and Credit Suisse. He has an MSc in Accounting & Finance from London School of Economics and a BSc in Psychology from University of Copenhagen. Jimmie is a CFA® charterholder.
Robin O. Jones Senior Vice President, Portfolio Manager, Analyst 2009 Now
Biography Robin O. Jones Managing Director, Portfolio Manager/Analyst Lazard Asset Management Limited (London) Robin Jones is a Portfolio Manager/Analyst on the International Strategic Equity, International Compounders, and Global Strategic Equity teams. Robin began working in the investment field in 2002 at Lazard Asset Management, before leaving in 2006 for Bluecrest Capital Management where he worked as a Portfolio Manager. Robin re-joined Lazard in 2007. He has a BA Hons in Economics from Durham University and a PGCE in Mathematics from Cambridge University.
Michael A. Bennett Managing Director 2008 Now
Biography Michael Bennett is a Managing Director of Lazard and a portfolio manager for various of Lazard's international and global equity teams. He began working in the investment field in 1987. Prior to joining Lazard in 1992, Mr. Bennett served as an international equity analyst with General Electric Investment Corporation. Previously he was with Keith Lippert Associates and Arthur Andersen & Company. He has an MBA from University of Chicago and a BS in Accounting from New York University.
Mark Little Managing Director 2005 2024
Biography Mark Little Managing Director, Portfolio Manager/Analyst Lazard Asset Management Limited (London) Mark Little is a Portfolio Manager/Analyst on the International Strategic Equity, International Compounders, and Global Strategic Equity teams. He began working in the investment field in 1992. Prior to joining Lazard in 1997, he was a manager in the corporate finance practice of Coopers & Lybrand and earned his ACA qualification with Rees Pollock Chartered Accountants. Mark has an MA in Economics from Clare College, Cambridge University.
John R. Reinsberg Deputy Chairman 2005 2023
Biography John Reinsberg is Deputy Chairman of Lazard Asset Management responsible for oversight of the firm's international and global strategies. He is also a Portfolio Manager/Analyst on the Global Equity and International Equity portfolio teams. He began working in the investment field in 1981. Prior to joining Lazard in 1992, John was Executive Vice President with General Electric Investment Corporation and Trustee of the General Electric Pension Trust.
Brian Pessin Director, Portfolio Manager, Analyst 2005 2012
Biography Brian Pessin, CFA Managing Director, Portfolio Manager/Analyst Lazard Asset Management LLC (New York) Brian Pessin is a Portfolio Manager/Analyst on the European, International and Global Small Cap Equity teams as well as the International Strategic Equity team. He joined Lazard in 1999 as a general analyst on the International Small Cap Equity team and then became a portfolio manager in 2000. In 2003, Brian became Head of the Non-U.S. Small Cap platform, overseeing portfolios while leveraging his analytical experience as a general analyst. He began working in the investment field in 1994. Prior to joining Lazard, Brian was an analyst with Dawson-Samberg Capital Management, covering European telecom companies. Previously he was a general research analyst with Gabelli & Company. Prior to that, he was with Auerbach Grayson & Company. He has an MBA from Columbia University and a BA in Economics from Cornell University. Brian is a member of NYSSA.
Jonathan Greenhill Investment Manager, Global Equity Team 2006 2007
Biography Jonathan is a member of the International and World Equity Group and has investment management responsibilities for International Equities. He also has responsibility for leading our Japanese research and investment management effort. Jonathan joined Baring Asset Management in 2009. Prior to this he was at Occam Asset Management and prior to this, he spent four years as a Senior Vice President in the Global Equity Team at Lazard Asset Management. Jonathan also spent nine years at Royal and Sun Alliance (subsequently ISIS) where he held a variety of investment roles including Director of US Equities and Head of Japanese Equities. Jonathan has a BA (Hons) in Political Philosophy & Economics from Reading University. He was awarded the Institute of Investment Management and Research certificate in 1996 and IMC in 1995.
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