James Donald

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James Donald
Lazard Fund Managers, Lazard (IRL), Omnis Investments Ltd
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Manager profile

James Donald is a Managing Director and Head of Emerging Markets and Portfolio Manager/Analyst on the Emerging Markets Equity team. He is also a member of the International Equity Select with Emerging Markets team. Since joining Lazard in 1996, James has been instrumental in developing and coordinating the emerging markets activities at Lazard. He began working in the investment field in 1983. Prior to joining Lazard, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario. James is a board member of EMpower, a charity of investment professionals focused on adolescents, healthcare, and women's issues in emerging markets countries, as well as a member of the 20-20 Investments Association, an investor group that is focused on emerging markets.

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Annualised total return over 26.8 years

+8.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
James Donald	40.5	86.6	81.1	100.7	127.4
Peer Group Composite	37.2	70.5	45.5	79.6	128.5
Over / Under	3.3	16.1	35.6	21.1	-1.1

Total return for James Donald

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

82-118m

94-130m

106-142m

118-154m

130-166m

Discrete calendar year performance : James Donald

Discrete performance

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

James Donald	40.5	16.3	14.3	0.4	-3.3	28.3	-12.9	4.1	-10.9	22.2
Peer Group Composite	37.2	14.6	8.6	-4.1	-11.0	21.3	2.1	5.8	-4.3	25.7
Over / Under	3.3	1.7	5.7	4.5	7.7	7.0	-15.0	-1.7	-6.6	-3.5

Performance vs peer group composite: James Donald

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

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

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	Co-managed	UT Global Emerging Markets	since Sep 06 1999 to present
Lazard Emerging Markets Equity	Co-managed	FO Equity - Emerging Markets	since Mar 23 2007 to present
Omnis Global Emerging Markets Equity Opportunities	Lead manager	UT Global Emerging Markets	since Feb 13 2023 to present