Lazard Global Compounders Fund Series F (CAD)

  • Number of Holdings: 42
  • Total Net Assets: C$23 M

REASONS TO OWN

Lazard Global Compounders seeks to generate strong relative returns over a full market cycle by investing solely in what Lazard calls “Compounders”. Lazard defines compounders as the world’s leading companies that can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment).

Features

  • 40-50 of the world’s leading companies
  • Fundamentally driven stock selection process, unconstrained by benchmarks
  • Holdings demonstrate: above market growth, low leverage and good ESG characteristics
  • Typically low portfolio turnover

Benefits

  • A repeatable and empirically validated investment philosophy
  • Large global team of forward-looking, fundamentally driven research analysts
  • Rigorous risk management process to limit factor risk
  • Potential for long-term outperformance

PORTFOLIO ADVISOR

  • Lazard Asset Management

    Lazard Global Compounders Team

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 460 470
AH SC 498 -
F - 462 471
FH - 463 -