Adam Borneleit

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Adam Borneleit
Lazard (IRL)
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Manager profile

Adam Borneleit is a Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team and serves as Head of Emerging Markets Corporate Debt. He began working in the investment field in 1990. Prior to joining Lazard in 2015, Adam was a Portfolio Manager and Head of Emerging Markets Corporate Bond Research at BlueBay Asset Management. Previously, he served on the emerging markets portfolio management team at Pacific Investment Management Company, with a focus on corporate bonds. Prior to that, Adam was an analyst at SunAmerica Investments covering high yield bonds in the telecommunications and equipment rental sectors. Adam has an MBA from Stanford University and a BS in Economics and a BA in French from the University of Pennsylvania. He speaks fluent Russian.

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Adam Borneleit is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 16.6 years

+4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Adam Borneleit	8.4	3.0	-	-	5.0
Peer Group Composite	8.2	4.5	-	-	4.8
Over / Under	0.2	-1.5	-	-	0.2

Total return for Adam Borneleit

Discrete calendar year performance : Adam Borneleit

Discrete performance

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

Adam Borneleit	8.4	0.0	-5.0	-3.5	11.2	-	-	-	-	-5.0
Peer Group Composite	8.2	2.0	-5.3	-2.4	11.7	-	-	-	-	-7.4
Over / Under	0.2	-2.0	0.3	-1.1	-0.5	-	-	-	-	2.4

Performance vs peer group composite: Adam Borneleit

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

3 years

out of a possible 6

Overall markets

Underperformed peer group composite

3 years

out of a possible 6

Rising markets

Outperformed peer group composite

1 year

out of a possible 3

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Lazard Emerging Markets Corporate Debt	Co-managed	FO Fixed Int - Emerging Markets	since Sep 03 2019 to present
Lazard Emerging Markets Debt Unrestricted Blend	Co-managed	FO Fixed Int - Emerging Markets	since Mar 31 2020 to present

Funds managed previously

Fund	Periods

BlueBay Emerging Market Corporate Bond	since Jun 01 2008 to Sep 01 2015
BlueBay Emerging Market Bond	since Jun 01 2008 to May 31 2013
BlueBay Emerging Market Investment Grade Corporate Bond	since Mar 15 2011 to Sep 01 2015
Lazard Emerging Markets Debt Blend	since Mar 31 2020 to Mar 04 2024
BlueBay Emerging Market High Yield Corporate Bond	since Jan 17 2012 to Sep 01 2015
Lazard Emerging Markets Total Return Debt	since Mar 31 2020 to Nov 10 2015