Arif Joshi

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Manager factsheet

Arif Joshi
Lazard (IRL)
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Manager profile

Arif Joshi is a Portfolio Manager/Analyst on Lazard's Emerging Markets Debt team. He began working in the investment field in 1998. Prior to joining Lazard in 2010, Arif was with HSBC Asset Management (formerly Halbis) where he served as Senior Vice President and Portfolio Manager. At HSBC, Arif was responsible for global emerging markets, focusing on corporate and sovereign credit analysis, risk management and quantitative modeling. He began this role at The Atlantic Advisors LLC (acquired by HSBC in 2005). Prior to HSBC, he was an associate at Strategic Management Group where he advised Fortune 500 companies on finance and corporate strategy. Arif has an MBA in Finance from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania. Arif is a CFA charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 14.6 years

+2.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Arif Joshi	5.3	0.0	-4.1	4.1	-
Peer Group Composite	7.7	4.3	2.2	8.7	-
Over / Under	-2.4	-4.3	-6.3	-4.6	-

Total return for Arif Joshi

Discrete calendar year performance : Arif Joshi

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Arif Joshi	5.3	2.5	-8.3	-2.6	-1.7	13.2	-4.1	-3.7	41.6	-
Peer Group Composite	7.7	4.8	-7.6	-2.3	0.2	9.4	-2.8	-1.4	34.8	-
Over / Under	-2.4	-2.3	-0.7	-0.3	-1.9	3.8	-1.3	-2.3	6.8	-

Performance vs peer group composite: Arif Joshi

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

Outperformed peer group composite

2 years

out of a possible 9

Overall markets

Underperformed peer group composite

7 years

out of a possible 9

Rising markets

Outperformed peer group composite

2 years

out of a possible 5

Falling markets

Outperformed peer group composite

0 years

out of a possible 4

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 Nov 10 2015
HSBC GIF GEM Debt Total Return	since May 01 2010 to Jun 30 2010
HSBC GIF Global Emerging Markets Bond	since May 01 2010 to Jun 30 2010
HSBC Global Emerging Markets Local Debt	since May 01 2010 to Jun 30 2010