Lazard Global Total Return and Income Fund, Inc. (LGI)
Key Executives
Name | Title | Pay | Exercised | Year Born |
---|---|---|---|---|
Mr. Charles Laurence Carroll | Chief Executive Officer, President and Interested Director | -- | -- | 1960 |
Robert A. Spiro | Assistant Secretary | -- | -- | -- |
Mr. James Maitland Donald C.F.A., CFA | Portfolio Manager | -- | -- | -- |
Ms. Ardra Belitz | Portfolio Manager | -- | -- | -- |
Mr. Andrew D. Lacey | Portfolio Manager | -- | -- | -- |
Mr. Michael Powers | Portfolio Manager | -- | -- | -- |
Lazard Global Total Return and Income Fund, Inc.
- Sector:?
- Financial Services
- Industry:? Asset Management
Description
Lazard Global Total Return and Income Fund, Inc. is a closed ended balanced mutual fund launched and managed by Lazard Asset Management LLC. It invests in public equity and fixed income markets across the globe. The fund primarily invests in stocks of companies with market capitalization over $5 billion. It makes its fixed income investments in short duration market forward currency contracts and other market debt instruments. The fund typically employs fundamental analysis with a bottom-up stock picking approach using its global equity strategy and emerging income strategy to create its portfolio. It considers factors like financial condition, cash flows, strong balance sheets, sustainability of returns, quality of management, competitive position, sensitivity to economic and market cycles, margin and sales trends, brand name strength, geographical breakdown, and macro environment for selecting individual securities. The fund benchmarks the performance of its portfolio against the MSCI World Index. Lazard Global Total Return and Income Fund, Inc. was formed on January 27, 2004 and is domiciled in the United States.
Corporate Governance
Upcoming Events
November 12, 2024 at 12:00 AM UTC
Ex-Dividend Date
Recent Events
October 9, 2024 at 12:00 AM UTC
40-17G: Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
August 28, 2024 at 12:00 AM UTC
N-PX: Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
August 20, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
May 29, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)