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Lazard Us Equity Concentrated Portfolio Institutional Shares (LEVIX)
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9.81
+0.10
+1.03%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 59.6M
Lazard US Equity Concentrated Instl
9.81
+0.10
+1.03%
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Lazard Us Equity Concentrated Portfolio Institutional Shares Overview
On this page you'll find an in-depth profile of Lazard Us Equity Concentrated Portfolio Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of LEVIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies of any market capitalization. The Portfolio has a concentrated portfolio of investments, typically investing in 15 to 35 companies with market capitalizations generally greater than $350 million. The Portfolio seeks to outperform broad-based securities market indices, such as the S&P 500® Index, the Russell 1000® Index and the Russell 3000® Index. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. The fund is non-diversified.
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 |
|---|---|---|---|
| Sean J. Gallagher | Managing Director | 2024 | Now |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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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