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Professional Investors
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| UK Onshore Fund Range |
| Fund Overview |
| Fund Facts |
| Commentaries |
| Literature |
| Management Team Profiles |
| Asset Allocation |
| Performance |
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| James Donald |
| James Donald, CFA Managing Director, Portfolio Manager/Analyst James Donald is a Managing Director of Lazard Asset Management LLC. In addition to his duties as a Portfolio Manager/Analyst on the Emerging Markets Equity team, James serves as Head of the Emerging Markets Group. Prior to joining the Firm in 1996, James worked at Mercury Asset Management, which he joined in 1985. At Mercury Asset Management, he was on the emerging markets team between 1992 and 1996 and worked on the international equity team between 1985 and 1992. James received a BA (Hons) in history from University of Western Ontario. He is fluent in French and Spanish |
| Rohit Chopra Director, Portfolio Manager/Analyst Rohit Chopra is a Portfolio Manager/Analyst on the Emerging Markets Equity team, focusing on consumer and telecommunications research and analysis. He began working in the investment field in 1996. Prior to joining the Firm in 1999, Rohit was with Financial Resources Group, Deutsche Bank and Morgan Stanley, Dean Witter, Discover Company. He has a BS in Finance and Information Systems from New York University and also studied at the London School of Economics and Political Science. |
| Erik McKee Senior Vice President, Portfolio Manager/Analyst Erik McKee is a Portfolio Manager/Analyst on the Emerging Markets Equity team, focusing on the materials and industrials sectors. He began working in the investment field in 1996. Prior to joining Lazard in 1999, he was with Bank of America and Unibanco in Sao Paulo, Brazil. Erik has a BA in International Finance from Brown University. He also studied history at the Sorbonne in Paris. |
| Patrick Fu Research Analyst Patrick Fu is a Research Analyst on the Emerging Markets Equity team with a focus on the technology sector. Prior to joining the Emerging Markets Equity team, Patrick supported Lazard's TMT Advantage Fund as an analyst specialising in media and telecommunications. Patrick began working in the investment field in 2006 upon joining Lazard. Prior to joining Lazard, he interned at Moore Capital. Earlier in his career, Patrick held positions at First Data Corporation and also served as an Information Systems consultant at Ernst & Young. Patrick has an MBA from Columbia Business School, where he completed the Value Investing Program. He also has a BS in Molecular Biology from Yale University. |
| Monika Shrestha Vice President, Research Analyst Monika Shrestha is a Research Analyst on the Emerging Markets Equity team, focusing on the financials sector. She began working in the investment field in 1997. Prior to joining Lazard in 2003, Monika was a principal at Waterview Advisors and a Corporate Finance Analyst with Salomon Smith Barney. She has an MBA from the Harvard Business School, a BSE in Computer Science and Engineering and a BS in Economics (with a concentration in Finance) from the University of Pennsylvania. |
| Ben Wulfsohn, CFA Senior Vice President, Research Analyst Ben Wulfsohn is a Research Analyst on the Emerging Markets Equity and Discounted Assets teams. In this role, Ben is responsible for client communications on behalf of the strategies, as well as for research coverage of the emerging market utilities sector. Ben began working in the investment industry in 1991. Prior to joining Lazard in 2001, Ben was Director of Marketing Support with Weiss, Peck & Greer, LLC and an Investment Consultant for Segal Advisors, Inc. He has a BSC (Hons) in Physics from the University of London, Queen Mary College. |
| Past Performance should not be taken as guide to future returns. The 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. The Authorised Corporate Director of the Fund is Lazard Fund Managers Limited, which is authorised and regulated by the Financial Services Authority. |
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