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Lazard Opportunistic Strategies Portfolio Institutional Shares (LCAIX)
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10.81
-0.02
-0.18%
- Morningstar Rating:
- Total Assets: 35.24M
Lazard Capital Allocator Oppc Str Instl
10.81
-0.02
-0.18%
- Overview
- Profile
- Historical Data
- Holdings
Lazard Opportunistic Strategies Portfolio Institutional Shares Overview
On this page you'll find an in-depth profile of Lazard Opportunistic Strategies Portfolio Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of LCAIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund utilizes an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to stocks, bonds, commodities and other investments. The Portfolio invests primarily in exchange-traded open-end management investment companies (“ETFs”), generally those that pursue a passive index-based strategy, as well as actively managed closed-end management investment companies.
Contact Information
Address
London W1J 8ll
London,NY W1J 8ll
United Kingdom
London,NY W1J 8ll
United Kingdom
Phone
0800-374810
Fax
020-7448-2110
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Alcaly | Senior Vice President, Research Analyst | 2023 | Now |
| Biography | David Alcaly is a Research Analyst specializing in macroeconomic research. David began working in the investment field in 2014. Prior to Lazard, he worked in a variety of industries, most recently as a Regional Director at the Clinton Foundation providing commercial and financial analysis to governments and companies on renewable energy projects. David has an MSc in International Political Economy from the London School of Economics and a BA in History from Princeton University. David is a CFA® charterholder. | ||
| Stephen Marra | Portfolio Manager | 2017 | Now |
| Biography | Stephen Marra is a Director and Portfolio Manager/Analyst on the Lazard Multi-Asset investment team, specializing in strategy research. Prior to joining the Multi-Asset investment team, Stephen worked in Settlements, Fixed Income Risk and Quantitative Technology where he helped design and develop Lazard's proprietary trading and risk management systems. He began working in the investment field in 1999 upon joining Lazard. Steve has a BS in Biology from Cornell University. | ||
| Kim Tilley | - | 2017 | Now |
| Biography | Kim Tilley is a Portfolio Manager/Analyst on the Lazard Multi-Asset investment team, specializing in ETFs. She began working in the investment field in 2000. Prior to joining Lazard in 2002, Kim worked on the Institutional Equity Sales Desk at Wachovia Securities, Inc. She has a BS in Finance from Miami University. | ||
| Jai Jacob | Managing Director | 2017 | 2024 |
| Biography | Jai Jacob is a Managing Director and Portfolio Manager/Analyst, leading the Lazard Multi-Asset investment team. Prior to joining the Multi-Asset investment team, Jai worked in Global Risk Management, Fixed Income, Quantitative Technology and Settlements. He led the development of Lazard's proprietary Risk Analysis system, and has built quantitative analytical tools for over 40 Lazard investment strategies. Jai began working in the investment field in 1998 upon joining Lazard. He has a BA from Cornell University. | ||
| Thomas M. McManus | Portfolio Manager | 2017 | 2023 |
| Biography | Thomas M. McManus, a Senior Advisor of the Lazard, is a portfolio manager/analyst on the Investment Manager’s Multi-Asset team. Before joining Lazard in 2010, Mr. McManus was Managing Director and Chief Investment Officer of Wells Fargo Advisors. Previously, he was Managing Director and Chief Investment Strategist at Bank of America Securities LLC. Mr. McManus started his career at Morgan Stanley in 1980 in strategic planning and equity derivatives. From 1983 to 1991, he was a member of the Global Equity Derivatives department at Goldman Sachs. | ||
| Christopher Komosa | Senior Vice President | 2008 | 2017 |
| Biography | Christopher Komosa, CFA Senior Vice President, Portfolio Manager/Analyst Lazard Asset Management LLC (New York) Christopher Komosa is a Senior Vice President of Lazard Asset Management LLC. He is a Portfolio Manager/Analyst on the Lazard Capital Allocator Series ("LCAS") team and is a member of the LCAS Advisory Board. LCAS is a global tactical asset allocation investment strategy. Chris began working in the investment field in 1986. Prior to joining Lazard in 2006, Chris held positions as a portfolio manager at Permal Asset Management and Pinnacle International Management. Previously he was a hedge fund manager/analyst at Caxton Associates and Graham Capital. Chris has an MBA from the Darden School at the University of Virginia and a BA in Economics from Washington and Lee University. | ||
| David R. Cleary | Principal | 2008 | 2017 |
| Biography | David Cleary, CFA is a principal and portfolio manager at Crow Point Partners. Previously he spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi asset and global fixed income strategies. He additionally served as the firm's global head of fixed income, a $26 billion platform. Prior to Lazard, David worked at UBS and IBJ Schroder, mostly in fixed income asset management roles. He began working in the asset management field in 1987 upon his graduation from Cornell University, with a BS in Business Management and Applied Economics. He is a CFA charterholder. | ||
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