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Lazard Uk Omega Fund A Acc (0P0000HKIH)
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22/11 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 37.54M
Lazard UK Omega Fund A Acc
3.55
+0.04
+1.22%
- Overview
- Profile
- Historical Data
- Holdings
0P0000HKIH Overview
On this page you'll find an in-depth profile of Lazard Uk Omega Fund A Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000HKIH among other information.
Investment Strategy
The objective of the Sub-Fund is to achieve capital growth over at least 5 years. The Sub-Fund will invest at least 70% in equity and equity-related securities (namely, common and preferred stock, including securities subject to an initial public offering, convertible securities, warrants and rights) (“Securities”) of companies that are domiciled, incorporated, or which have a significant portion of their business primarily in the UK.
Contact Information
Address
50 Stratton Street,
London, W1J 8LL
United Kingdom
London, W1J 8LL
United Kingdom
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anastasia Savina | - | 2024 | Now |
| Aaron Barnfather | Senior Portfolio Manager, Head | 2023 | Now |
| Biography | Aaron Barnfather is a senior portfolio manager and leads the portfolio management team in London who are responsible for the management of European equities. He began working in the investment field in 1994. Prior to joining Lazard in 2008, Aaron was a Senior Portfolio Manager and lead manager on Newton Investment Management’s pan-European portfolios, launching the Newton European Higher Income fund in 2007. Prior to Newton, he held positions at Royal & Sun Alliance Investment Management on the UK, International and European Equity teams. He has a BA in Business Studies from the University of East London and an MSc in Investment Analysis from Stirling University. Aaron is a member of the UK Society of Investment Professionals (UKSIP). | ||
| Tomasz Bulinski | - | 2023 | Now |
| Alan Clifford | Member | 2005 | Now |
| Biography | Alan Clifford is a Portfolio Manager 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. | ||
| Alan Custis | Manager | 2005 | 2023 |
| Biography | Mr Custis is responsible for managing UK equity portfolios. He joined in March 2004 and has 15 years of investment experience. Prior to joining Lazard he worked for JP MorganFleming for 5 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. | ||
| Lloyd Whitworth | Portfolio Manager | 2009 | 2020 |
| Biography | Lloyd joined Morley Fund Management in June 2004. Previously he worked for JP Morgan as a UK and Pan-European fund manager, Dresdner RCM as a UK fund manager and Threadneedle Asset Management as an analyst. Lloyd holds a BSc Hons in Economics and Business Finance from Brunel University and the AIMR. | ||
| Tony Willis | Managing Director, Head | 2005 | 2009 |
| Biography | Willis is a Managing Director of Lazard, in London and Head of UK Equities. He is responsible for managing UK equity portfolios and is also a member of our Pan European equity team. He joined the Firm 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 May 1997, and oversaw the integration of that business into CSFB. He gained a degree in Philosophy, Politics and Economics from Oxford in 1982. | ||
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