Louis Florentin-Lee

Toolset

Fund Performance

You are here:

Manager factsheet

Louis Florentin-Lee
Lazard (IRL), Lazard Fund Managers, Lazard Asset Management
Manager factsheet pdf RSS Feed

Manager profile

Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst on various global equity teams, International Quality Growth and US Equity Select. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.

FOLLOW ON FUNDSWIRE

Annualised total return over 6.9 years

+7.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Louis Florentin-Lee	16.3	11.7	44.9	-	-
Peer Group Composite	19.5	14.4	47.6	-	-
Over / Under	-3.2	-2.7	-2.7	-	-

Total return for Louis Florentin-Lee

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

61-97m

73-109m

24-60m

36-72m

48-84m

Discrete calendar year performance : Louis Florentin-Lee

Discrete performance

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

Louis Florentin-Lee	16.3	2.4	-6.2	19.6	9.1	9.7	3.2	-	-	-
Peer Group Composite	19.5	3.5	-7.5	16.5	11.1	11.4	2.0	-	-	-
Over / Under	-3.2	-1.1	1.3	3.1	-2.0	-1.7	1.2	-	-	-

Performance vs peer group composite: Louis Florentin-Lee

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 7

Overall markets

Underperformed peer group composite

4 years

out of a possible 7

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Lazard Global Sustainable Equity	Co-managed	IA Global	since Feb 01 2018 to present
Lazard Managed Balanced	Co-managed	IA Mixed Investment 40-85% Shares	since May 01 2019 to present
Lazard Managed Equity	Co-managed	IA Global	since May 01 2019 to present
Mid Wynd International Investment Trust PLC	Co-managed	IT Global	since Oct 01 2023 to present