Lazard US Equity Concentrated Portfolio Open Shares(LEVOX)

美國基金

從投資組合中新增/移除新增至觀察名單

10.06 -0.02 -0.20%

26/11 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: Lazard

資產類別: 股票

晨星評級:
總資產: 15.14M

LEVOX綜觀

你可在本頁找到深入的Lazard US Equity Concentrated Portfolio Open Shares公司檔案，包括LEVOX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Large Blend

總資產

15.14M

費用

1.19%

基金成立

38625

聯絡資訊

地址 London W1J 8ll
London,NY W1J 8ll
United Kingdom

電話 0800-374810

傳真 020-7448-2110

網絡 www.lazardassetmanagement.com

主要管理層

名稱	主旨	成立於	直至
Sean J. Gallagher	Managing Director	2024	now
自傳	Sean Gallagher, Managing Director and Chief Investment Officer, is Portfolio Manager at Goldman Sachs Asset Management. Mr. Gallagher joined the Investment Adviser as a research analyst in May 2000. He became a portfolio manager in December 2001. From October 1993 to May 2000, he was a research analyst at Merrill Lynch Asset Management focusing on technology, telecomm and REITs. Sean received a BS in Finance from Drexel University and an MBA in Finance and Accounting from the Stern School of Business at New York University.
Martin Flood	Director, portfolio manager/analyst	2011	now
自傳	Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John's University.
Jay Levy	Portfolio Manager / Analyst	2022	2024
自傳	Jay Levy is a Director and Portfolio Manager/Analyst on the US Equity Concentrated team. Previously, he served as a Research Analyst covering the consumer sector. Jay began working in the investment field in 1998. Prior to joining Lazard in 2017, Jay was Head of Product Management with CLSA Americas. He was previously a Co-Portfolio Manager at Montclair Global Investors (an affiliate of Millennium), where he ran a long/short global consumer portfolio. Before joining Montclair, Jay had over ten years of experience working as a consumer analyst on both the buy-side and sell-side. He has a BA in Finance from Michigan State University. Jay is a CFA® charterholder.
Christopher H. Blake	Managing Director	2012	2024
自傳	Christopher H. Blake, a Managing Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s US Equity Concentrated team. Mr. Blake joined the Investment Manager in 1995, when he began working in the investment field as a research analyst for the Investment Manager. He has a BSBA in Finance from the University of Denver.
Andrew D. Lacey	Director	2005	2015
自傳	Andrew Lacey is a Managing Director and a Portfolio Manager/Analyst on various US equity strategies as well as Global Equity Select. He began working in the investment field upon joining the firm in 1995 as a Research Analyst covering the technology sector. Andrew has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Prior to joining Lazard, Andrew was a teacher at the Pingry School and Buckingham Browne & Nichols for five years. He continues to be involved in education as a board member for KIPP New Jersey and Link Education Partners.
Ronald Temple	Managing Director	2009	2012
自傳	Ronald Temple is a Managing Director and Co-Head of Multi-Asset and Head of US Equity. In this role, Ron is responsible for overseeing the firm's multi-asset and US equity strategies as well as several global equity strategies. He is also a Portfolio Manager/Analyst on various US and global equity teams. He joined Lazard in 2001 with ten years of global experience including fixed-income derivative trading, risk management, corporate finance and corporate strategy. Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University.
Nicholas Sordoni	Portfolio Manager/Analyst	2005	2012
自傳	Nicholas Sordoni is a Director and Portfolio Manager/Analyst on the US Equity Value and US Equity Value Focus teams. He began working in the investment field in 1997. Prior to joining Lazard in 2002, Nick was an Equity Research Associate covering the healthcare industry at Credit Suisse First Boston. Nick has an MBA (Honors) with dual majors in Finance and Healthcare Management from Wharton Business School at the University of Pennsylvania, where he was a Mayer Scholar. He has a BS from Stanford University.
J. Richard Tutino	Director, Portfolio Manager	2005	2012
自傳	Richard Tutino, CFA Managing Director, Portfolio Manager/Analyst Lazard Asset Management LLC (New York) Richard Tutino is a Portfolio Manager/Analyst for U.S. large cap equities. He began working in the investment field in 1986. Prior to joining Lazard in 1997, Richard was with Dreman Value Management, EF Hutton and Company, Inc, Fahnestock Asset Management and Thorsell Parker Partners. He has a BS in Finance from New York University. Richard is a member of the New York Society of Security Analysts.

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