Breaking News
Get 40% Off 0
Join +750K new investors every month who copy stock picks from billionaire's portfolios Sign Up Free
Close

Lazard Us Small Cap Equity Select Portfolio Open Shares (LZCOX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
11.230 -0.180    -1.58%
14/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Lazard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 7.07M
Lazard US Small-Mid Cap Equity Portfolio Open Shar 11.230 -0.180 -1.58%

LZCOX Overview

 
On this page you'll find an in-depth profile of Lazard Us Small Cap Equity Select Portfolio Open Shares. Learn about the key management, total assets, investment strategy and contact information of LZCOX among other information.
Category

Small Blend

Total Assets

7.07M

Expenses

1.30%

Inception Date

Jan 30, 1997

Contact Information

Address London W1J 8ll
London,NY W1J 8ll
United Kingdom
Phone 0800-374810
Fax 020-7448-2110

Top Executives

Name Title Since Until
Scott G. Kolar Vice President 2023 Now
Biography Scott is the Chairman of the Investment Committee and a senior portfolio manager for the Growth Team. He has primary responsibility for investment research in technology and software, and had previously been the team's information systems specialist, designing and implementing its technology infrastructure. Scott is also Co-Head of Global Technology Research for GSAM. Scott worked at Liberty Investment Management prior to Goldman Sachs Asset Management's acquisition of Liberty in January 1997. He graduated with a B.A. in Government from Harvard University in 1994.
Sean J. Gallagher Managing Director 2023 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.
Janice Davies Portfolio Manager/Analyst 2021 Now
Biography Janice Davies is a Portfolio Manager/Analyst on the US Small-Mid Cap Equity team. She is also responsible for research coverage of companies in the information technology sector. She began working in the investment field in 1999. Prior to joining Lazard in 2021, Janice was with the Abu Dhabi Investment Authority, Karlin Asset Management, Ivory Capital and Lehman Brothers. She has an MBA from NYU Stern School of Business and a BS from Georgetown University.
Martin Flood Director, portfolio manager/analyst 2014 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.
Michael DeBernardis Senior Vice President 2010 Now
Biography Michael DeBernardis is a Portfolio Manager/Analyst on the US Small-Mid Cap Equity and Global Small Cap Equity teams with responsibility for coverage of the Consumer Supply Chain and Defense sectors. He began working in the investment industry in 1996. Prior to joining Lazard in 2005, Michael was a Senior Equity Analyst at Systematic Financial Management L.P. and a Market Data Analyst at Salomon Smith Barney. Michael has an MBA from New York University’s Stern School of Business and a BS in Finance from the University of Rhode Island.
Daniel Breslin Portfolio Manager 2007 2023
Biography Daniel Breslin, a Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s US Small-Mid Cap Equity team. He began working in the investment field in 1992. Prior to joining the Investment Manager in 2002, Mr. Breslin was with Guardian Life and New York Life. He has an MBA from Pace University and a BA from Rutgers University.
Andrew D. Lacey Director 2003 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.
Robert A. Failla Director, Portfolio Manager, Analyst, Member 2010 2015
Biography Robert Failla is a Director and Portfolio Manager on the International and Global Equity platforms. As well, he is a member of the Global, International, and European Small Cap Equity teams. He began working in the investment field in 1993. Prior to joining Lazard in 2003, Robert was a Portfolio Manager with AllianceBernstein. He has an MBA from NYU's Stern School of Business and a BA (Hons) from Harvard. Robert was previously on the Board of Trustees at Delbarton School in Morristown, NJ from 2007 to 2019. Robert is a CFA® charterholder.
Michael DeBernardis Senior Vice President 2007 2008
Biography Michael DeBernardis is a Portfolio Manager/Analyst on the US Small-Mid Cap Equity and Global Small Cap Equity teams with responsibility for coverage of the Consumer Supply Chain and Defense sectors. He began working in the investment industry in 1996. Prior to joining Lazard in 2005, Michael was a Senior Equity Analyst at Systematic Financial Management L.P. and a Market Data Analyst at Salomon Smith Barney. Michael has an MBA from New York University’s Stern School of Business and a BS in Finance from the University of Rhode Island.
Patrick M. Mullin Portfolio Manager/Director 2001 2008
Biography Patrick Mullin, CFA Director, Portfolio Manager/Analyst Mr. Mullin is a Director of Lazard Asset Management LLC. He is a portfolio manager for the Lazard Small Cap, Smid Cap and Strategic Equity portfolios. He began working in the investment industry in 1992. Prior to joining the firm in 1998, he was with Target Capital Management and Dillon, Read, & Co. Inc. Mr. Mullin has an MBA from the University of North Carolina /Chapel Hill, a BA from Trinity College and holds the Chartered Financial Analyst designation.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

LZCOX Comments

Write your thoughts about Lazard Us Small Cap Equity Select Portfolio Open Shares
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
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
Continue with Google
or
Sign up with Email