Management |
Domicile | Ireland | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 07/10/2021 | | Fund Advisor(s) | Lazard Asset Management LLC |
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Fund Manager | Louis Florentin-Lee | Manager Start Date | 16/09/2019 | Career Start Year | 1996 |
Education | London School of Economics, B.S. |
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Biography |
Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst of Lazard Asset Management on various global equity teams, International Compounders and US Equity Select. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics. |
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Fund Manager | Stephen Tong | Manager Start Date | 31/12/2022 | Career Start Year | 1998 |
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Biography |
Stephen Tong is a Director and Client Portfolio Manager supporting various global equity strategies. He began working in the investment field in 1998. Prior to joining Lazard in 2018, Stephen was a Senior Equity Product Specialist at HSBC Global Asset Management. Prior to this, he was Head of Emerging Markets Equity Portfolio Management at Vontobel Asset Management in Zürich. He also was at AllianceBernstein in roles including Associate Director of Global Growth Research, Portfolio Manager, and Research Analyst. He has a MS in Food Science from the University of California, Davis; an MBA from Stanford University; and a BS in Mechanical Engineering and Nuclear Engineering (High Honours) from the University of California, Berkeley. He is a CFA® charterholder. |
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Fund Manager | Barney Wilson | Manager Start Date | 16/09/2019 | Career Start Year | 1997 |
Education | University of Oxford, Balliol College, B.A. |
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Biography |
Barnaby Wilson is a Director and Portfolio Manager/Analyst on the Global Equity Select, Global Strategic Equity, and Global Equity Focus teams. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. |
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Fund Manager | Evie Paterson | Manager Start Date | 02/01/2024 | Career Start Year | 2014 |
Education | 2014, Oxford University, BA |
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Biography |
Evie Paterson is a Senior Vice President and Portfolio Manager/Analyst on the Lazard Global Sustainable Equity team. Previously, Evie was a member of the portfolio construction team for the sustainability-focused Global Opportunities Fund at Impax Asset Management. Evie was also a Senior Research Analyst with a focus on sustainable equities across a broad range of sectors. Prior to joining Impax in 2018, Evie was a Responsible Investment Analyst on the Global Emerging Markets team at Aberdeen Asset Management. She joined Aberdeen in 2013 as a summer intern. In 2021, Evie was Highly Commended in the Rising Star category at the Women in Investment Awards. Evie has a B.A. in History from Oxford University. Evie is a CFA Charterholder. |
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Fund Manager | Jessica Kittay | Manager Start Date | 01/11/2020 | Career Start Year | 2001 |
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Biography |
Jessica Kittay is a Director and Client Portfolio Manager for various US and global equity strategies. She began working in the investment field in 2001. Prior to joining Lazard in 2010, Jessica was a Vice President and Client Portfolio Manager on the US Fundamental Equity team at Goldman Sachs Asset Management. Jessica has an MBA from the Stern School of Business at New York University and a BA from Bucknell University. She is a member of The Chartered Alternative Investment Analyst (CAIA) Association. |