Edward Rosenfeld

Toolset

Fund Performance

You are here:

Manager factsheet

Edward Rosenfeld
Lazard Fund Managers
Manager factsheet pdf RSS Feed

Manager profile

Edward Rosenfeld is a Portfolio Manager/Analyst on the Global, International, and European Small Cap Equity teams. He began working in the investment industry in 1996. Prior to joining Lazard in 2001, Edward was an analyst with J.P. Morgan. He has an MBA from the University of Chicago and a BA from Columbia College.

FOLLOW ON FUNDSWIRE

Annualised total return over 11.9 years

+8.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Edward Rosenfeld	12.7	-20.4	14.5	5.2	98.1
Peer Group Composite	17.6	-13.1	29.0	24.7	127.5
Over / Under	-4.9	-7.3	-14.5	-19.5	-29.4

Total return for Edward Rosenfeld

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Edward Rosenfeld

Discrete performance

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

Edward Rosenfeld	12.7	-0.4	-29.7	42.7	-0.2	4.4	-12.0	26.9	20.4	23.0
Peer Group Composite	17.6	1.2	-27.7	38.1	6.1	3.5	-6.6	23.8	25.0	17.7
Over / Under	-4.9	-1.6	-2.0	4.6	-6.3	0.9	-5.4	3.1	-4.6	5.3

Performance vs peer group composite: Edward Rosenfeld

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