Lazard Global Equity Select Portfolio Open Shares (GESOX) Research

The Lazard Global Equity Select Portfolio Open Shares primarily allocates its capital to equity securities, particularly common stocks. The Investment Manager seeks out companies that exhibit either robust financial productivity or demonstrate an improving trend in this area, and whose market valuation appears discounted when assessed against their earnings, cash flow, or underlying asset values. A substantial portion of the portfolio, specifically at least 80% of its total assets, is committed to these equity investments. The fund also has the flexibility to invest in non-U.S. companies, including those whose principal business activities are centered in emerging market nations.

Market snapshot

Symbol
GESOX
Price
$19.13
Day change
-0.10%
Market cap
$79.9M
52-week range
15.87-19.7
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 Institutional Shares (GESIX)
  • 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 Open Shares (GESOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.