|
Individual Investors
|
 |
| UK Onshore Fund Range |
| Fund Overview |
| Fund Facts |
| Commentaries |
| Literature |
| Management Team Profile |
| Asset Allocation |
| Performance |
  |
 |
 |
 |
| From left to right |
| Tony Willis Managing Director, Portfolio Manager Tony Willis is Head of UK Equities with responsibility for managing UK equity portfolios. He is also a Portfolio Manager on our Pan European Equity Team. He joined Lazard Asset Management Limited in July 1999 and has been working in the investment field since 1982. Previous affiliations include BZW where he became Head of Pan-European Research in 1997 and oversaw the integration of that business into CSFB. He left CSFB in January 1999. Prior to that Tony worked in a number of stockbrokers’ research departments over a period of 13 years. He holds a degree in Philosophy, Politics and Economics from Oxford University. |
| Alan Clifford Senior Vice President, Portfolio Manager/Analyst Alan Clifford is a Portfolio Manager/Analyst on our UK Equity Team, specifically responsible for managing UK Small Cap Equity portfolios. He joined Lazard Asset Management Limited in December 2002 having spent the previous 10 years within the UK Small Cap portfolio management team of Legal & General Investment Management and prior to that in an accountancy role. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants. He holds a BA (Hons) degree in Economics from Newcastle Polytechnic. |
| Neil Millar Associate, Assistant Portfolio Manager Neil Millar is as Assistant Portfolio Manager on our UK Equity Team. Neil joined Lazard Asset Management Limited in February 2006. Prior to this he spent 2 years at The Rose Partnership, an executive search firm, where he focused on pan European asset management, hedge funds and wealth management. Neil holds a BA (Hons) degree in Classics from Oxford University. |
| Alan Custis Managing Director, Portfolio Manager Alan Custis is a Portfolio Manager on our UK Equity Team, responsible for managing UK equity portfolios. He joined Lazard Asset Management Limited in 2004 and his investment experience began in 1989. Prior to joining Lazard, Alan worked for JP MorganFleming for five years in a variety of UK roles including heading their mid-cap initiative and more recently as a member of the UK large cap team. Previously, he worked at Hill Samuel Asset Management where he was Head of Small Cap investment and at Morgan Grenfell Securities as a derivatives trader. Alan holds a Business degree with Honours from Staffordshire University. |
| Past performance should not be taken as guide to future returns. The Lazard UK Alpha Fund is a sub-fund of Lazard Investment Funds – a UK-based open ended investment company (OEIC). Investors are reminded that the value of shares and income from them can go down as well as up and they may not get back the full amount invested. In view of the concentrated nature of the portfolio, the level of risk is expected to be higher than a broader based fund. The information provided should not be considered a recommendation or solicitation to purchase, retain or sell any particular security. |
|
This site is issued and approved in the UK by Lazard Asset Management Limited, authorised and regulated by the Financial Services Authority. Please refer to Legal Notice for further details.
|