Lazard Emerging Markets Equity Advantage Fund Institutional Shares (LEAIX)

Overview

The described Portfolio represents an investment fund primarily focused on investing in equity securities, such as common stocks, of companies located within emerging market countries. By deploying at least 80% of its assets towards such equities, the Portfolio aims to leverage the growth potential inherent in emerging markets. The Investment Manager employs a quantitative, bottom-up stock selection process to manage the Portfolio. This methodological approach emphasizes the analysis of individual stocks based on quantitative data, rather than macroeconomic trends, to identify investment opportunities.

Products and Services

The Portfolio offers investment opportunities through a variety of products and services, each tailored to capitalize on the growth potential of emerging market companies. These include:

• Equity Securities Investment - This service focuses on the acquisition of equity securities, mainly common stocks, of companies that are economically tied to emerging market countries. The primary goal is to achieve long-term capital growth by tapping into the dynamic and rapidly evolving markets of developing countries.
• Quantitative Stock Selection - Utilizing a quantitative, bottom-up approach, the Portfolio identifies potential investment opportunities by analyzing individual companies based on their financial data and market performance. This rigorous selection process aims to uncover stocks that offer significant growth potential, while managing the risks associated with emerging market investments.