Lazard Retirement US Strategic Equity
Historical Performance
Objective And Strategy
ObjectiveLong-term capital appreciation.
Strategy
The Portfolio invests primarily in equity securities, principally common stocks, of U.S. companies that the investment manager believes are undervalued based on their earnings, cash flow or asset values. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies.
Principle Risks
* This portfolio invests in securities of foreign issuers which involves risks not typically associated with domestic issuers, including currency fluctuations and the possibility of political and economic instability. Emerging markets involve risks in addition to those generally associated with foreign securities, because political and economic structures in many emerging markets may be undergoing significant evolution and rapid development.
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Large Cap Core03/1998
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