Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
Final hours! Save up to 55% OFF InvestingPro
CLAIM SALE
2.54
-0.02
-0.80%
20/12 - Closed. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
Lazard Asset Management Ltd
ISIN:
GB00B05N2G35
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 36.57M
Lazard UK Omega Fund A Dist
2.54
-0.02
-0.80%
- Overview
- Profile
- Historical Data
- Holdings
Lazard Uk Omega Fund A Inc Overview
On this page you'll find an in-depth profile of Lazard Uk Omega Fund A Inc. Learn about the key management, total assets, investment strategy and contact information of 0P0000236L among other information.
Investment Strategy
The objective of the Sub-Fund is to achieve capital growth over at least 5 years. The Sub-Fund will invest at least 70% in equity and equity-related securities (namely, common and preferred stock, including securities subject to an initial public offering, convertible securities, warrants and rights) (“Securities”) of companies that are domiciled, incorporated, or which have a significant portion of their business primarily in the UK.
Contact Information
Address
50 Stratton Street,
London, W1J 8LL
United Kingdom
London, W1J 8LL
United Kingdom
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anastasia Savina | - | 2024 | Now |
| Aaron Barnfather | Senior Portfolio Manager, Head | 2023 | Now |
| Biography | Aaron Barnfather is a senior portfolio manager and leads the portfolio management team in London who are responsible for the management of European equities. He began working in the investment field in 1994. Prior to joining Lazard in 2008, Aaron was a Senior Portfolio Manager and lead manager on Newton Investment Management’s pan-European portfolios, launching the Newton European Higher Income fund in 2007. Prior to Newton, he held positions at Royal & Sun Alliance Investment Management on the UK, International and European Equity teams. He has a BA in Business Studies from the University of East London and an MSc in Investment Analysis from Stirling University. Aaron is a member of the UK Society of Investment Professionals (UKSIP). | ||
| Tomasz Bulinski | - | 2023 | Now |
| Alan Clifford | Member | 2005 | Now |
| Biography | Alan Clifford is a Portfolio Manager on our UK Equity Team, specifically responsible for managing UK Small Cap Equity portfolios. He joined Lazard Asset Management Limited in December 2002 having spent the previous 10 years within the UK Small Cap portfolio management team of Legal & General Investment Management and prior to that in an accountancy role. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants. | ||
| Alan Custis | Manager | 2005 | 2023 |
| Biography | Mr Custis is responsible for managing UK equity portfolios. He joined in March 2004 and has 15 years of investment experience. Prior to joining Lazard he worked for JP MorganFleming for 5 years in a variety of UK roles including heading their mid-cap initiative and more recently as a member of the UK large cap team. | ||
| Lloyd Whitworth | Portfolio Manager | 2009 | 2020 |
| Biography | Lloyd joined Morley Fund Management in June 2004. Previously he worked for JP Morgan as a UK and Pan-European fund manager, Dresdner RCM as a UK fund manager and Threadneedle Asset Management as an analyst. Lloyd holds a BSc Hons in Economics and Business Finance from Brunel University and the AIMR. | ||
| Tony Willis | Managing Director, Head | 2005 | 2009 |
| Biography | Willis is a Managing Director of Lazard, in London and Head of UK Equities. He is responsible for managing UK equity portfolios and is also a member of our Pan European equity team. He joined the Firm in July 1999 and has been working in the investment field since 1982. Previous affiliations include BZW where he became head of pan-European Research in May 1997, and oversaw the integration of that business into CSFB. He gained a degree in Philosophy, Politics and Economics from Oxford in 1982. | ||
Write your thoughts about Lazard Uk Omega Fund A Inc
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review