Lazard Global Equity Select Portfolio Institutional Shares (GESIX) Research
The portfolio primarily allocates capital to equity securities, with a particular focus on common stocks. The investment manager seeks out companies demonstrating robust or enhancing financial performance, which are also considered undervalued based on their earnings, cash flow generation, or underlying asset values. At least 80% of the fund's holdings will be in equity instruments. Additionally, the portfolio has the flexibility to invest in non-U.S. companies, including those whose main business operations are situated in developing markets.
Market snapshot
- Symbol
- GESIX
- Price
- $19.17
- Day change
- -0.14%
- Market cap
- $79.9M
- 52-week range
- 15.88-19.74
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Ariel Focus Investor (ARFFX)
- Western Asset Global Corporate Defined Opportunity Fund Inc. (GDO)
- Lazard Global Equity Select Portfolio Open Shares (GESOX)
- MFS Global New Discovery Fund Class A (GLNAX)
- Hennessy Large Cap Financial Fund Institutional Class (HILFX)
- AMG Frontier Small Cap Growth Fund - Class N (MSSVX)
- Royce Global Value Trust, Inc. (RGT)
- Saturna International - Z Shares (SIFZX)
Open Lazard Global Equity Select Portfolio Institutional Shares (GESIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.