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You are here: Manager factsheet

Bertrand Cliquet
Lazard (IRL)
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Manager profile
Bertrand Cliquet is a Portfolio Manager/ Analyst on the Lazard Global Listed Infrastructure and Global Equity Franchise teams. Bertrand joined Lazard in 2004 as a European utility analyst, before becoming a founding member of the Lazard Global Listed infrastructure strategy in 2005. Prior to joining Lazard, Bertrand was a utility analyst at Goldman Sachs International in London, and a merger and acquisition analyst at Deutsche Bank. He has been working in the investment field since 1999. He attained a business degree from HEC in Paris, with a major in Finance. Bertrand was awarded the Prize of the "Club Finance International", and the Prize of the HEC Foundation for his thesis on "The deregulation of the European electricity market and its consequences for electricity prices and the strategic positioning of energy companies". Bertrand is fluent in both French and German. Bertrand is a CFA® charterholder.
Total return for Bertrand Cliquet
Manager career performance
Discrete calendar year performance : Bertrand Cliquet

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Bertrand Cliquet 7.6 10.3 7.3 15.3 31.8 -18.3 - - - -
Peer Group Composite 6.9 8.2 3.9 -3.3 26.8 2.3 - - - -
Over / Under 0.7 2.1 3.4 18.6 5.0 -20.6 - - - -
Performance vs peer group composite: Bertrand Cliquet
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Global Listed Infrastructure Equity Co-managed IA Infrastructure since Feb 27 2012 to present
Lazard Global Equity Franchise Co-managed IA Global since Jun 30 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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