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You are here: Manager factsheet

Denise Simon

FE fundinfo Alpha Manager
Lazard (IRL)
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Manager profile
Denise Simon is a Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team. She began working in the investment field in 1986 and has been investing in Emerging Market Debt for over twenty years. Prior to joining Lazard in 2010, Denise was with HSBC Asset Management (formerly Halbis) where she was a Managing Director and Portfolio Manager for three global emerging markets strategies. Prior to HSBC, she was a Partner and senior portfolio manager at The Atlantic Advisors (acquired by HSBC in 2005). Prior to this, Denise worked abroad from 1987-1998 in London and Germany, where she worked for major financial institutions trading global bonds and EM Debt. Denise has a BA in International Economics from George Washington University. Denise’s outside activities are focused on Mexico and music. She currently serves as chair of the board of the Mexican Cultural Institute and sits on the management board of the US-Mexican Chamber of Commerce. She is on the board of the Richard B. Fisher Center of the Performing Arts and is the chair of the board of the Bard Music Festival.
Total return for Denise Simon
Discrete calendar year performance : Denise Simon

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
Denise Simon 3.5 0.7 -3.9 4.8 -2.7 2.5 -3.4 23.3 - -
Peer Group Composite 6.6 1.2 -3.9 6.5 -3.9 4.0 -3.9 21.7 - -
Over / Under -3.1 -0.5 0.0 -1.7 1.2 -1.5 0.5 1.6 - -
Performance vs peer group composite: Denise Simon
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
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Emerging Markets Local Debt Co-managed FO Fixed Int - Emerging Markets since Nov 01 2010 to present
Lazard Emerging Markets Debt Unrestricted Blend Co-managed FO Fixed Int - Emerging Markets since Dec 08 2015 to present
Lazard Emerging Markets Corporate Debt Co-managed FO Fixed Int - Emerging Markets since Sep 03 2019 to present
Funds managed previously
Fund Periods
Lazard Emerging Markets Bond since Nov 01 2010 to Nov 17 2022
Lazard Emerging Markets Debt Blend since Jan 07 2013 to Mar 04 2024
Lazard Emerging Markets Total Return Debt since Nov 01 2010 to Mar 07 2017
HSBC GIF Global Emerging Markets Bond since Jun 01 2007 to Jun 30 2010
HSBC GIF GEM Debt Total Return since Jun 18 2007 to Jun 30 2010
HSBC Global Emerging Markets Local Debt since Jul 30 2007 to Jun 30 2010
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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