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Professional Investors
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| UK Onshore Fund Range |
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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 |
| Kevin O'Hare, CFA Senior Vice President, Portfolio Manager/Analyst Kevin O'Hare is a Senior Vice President and a Portfolio Manager/Analyst for Lazard Asset Management LLC. His focus is on technology and health care research and analysis. Prior to joining Lazard in 2001, Kevin held positions first with Merrill Lynch, and later with Moore Capital Management. He has been working in the investment field since 1991. Kevin has his MBA in Finance from St. John's University and a BS in Finance from King's College. |
| Rohit Chopra Senior Vice President, Portfolio Manager/Analyst Rohit Chopra is a Senior Vice President of Lazard Asset Management LLC and a Portfolio Manager/Analyst. His focus is on consumer and telecommunications research and analysis. Prior to joining the Firm in 1999, Rohit was associated with Financial Resources Group, Deutsche Bank and Morgan Stanley, Dean Witter, Discover Company. He began working in the investment field in 1996. Rohit received a BS in Finance and Information Systems from New York University and also studied at the London School of Economics and Political Science. He is fluent in Hindi. |
| Erik McKee Senior Vice President, Research Analyst Erik McKee is a Vice President of Lazard Asset Management LLC and a Research Analyst for Emerging Markets Equity, focusing on companies in the materials sector. Previously, he worked as an analyst for several of Lazard's investment products. Before joining Lazard in 1999, Mr. McKee worked in credit analysis at Bank of America and in trade finance at Unibanco in Sao Paulo, Brazil. He began working in the investment field in 1996. Mr. McKee has a BA in International Finance from Brown University, and has studied history at the Sorbonne in Paris. He is fluent in Portuguese, French and Spanish. |
| Ben Wulfsohn, CFA Senior Vice President, Product Specialist Ben Wulfsohn is a Product Specialist for Lazard Asset Management LLC's emerging markets strategies and closed-end funds. He also focuses on research and analysis of the utilities sector. Ben joined Lazard in 2001 working on the alternative investments platform. Previously, he was Director of Marketing Support at Weiss, Peck & Greer, LLC and an Investment Consultant for Segal Advisors, Inc. Ben has been in the investment industry since 1991. He earned a BSC (honors) in Physics from the University of London, Queen Mary College. |
| Monika Shrestha Research Analyst Monika Shrestha is a Research Analyst with Lazard Asset Management LLC, with a focus on emerging markets companies in the financials sector. Previously, she worked as an analyst on several of the Firm's alternative investment products. Prior to joining the Firm in 2003, Monika was a principal at Waterview Advisors, a private equity/venture capital firm, where she focused on the media, telecom and entertainment sectors. Earlier, she worked as a Corporate Finance Analyst in the Large Cap Diversified Group of Salomon Smith Barney, New York. Monika began working in the investment field in 1997. She has her 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. Monika speaks Nepali, Hindi, and Newari. |
| 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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