Lazard International Strategic Equity Portfolio Institutional Shares (LISIX) Research

The fund primarily invests in shares of international companies, predominantly common stocks, whose main operations are located in countries comprising the MSCI EAFE Index. The Investment Manager selects these firms based on their assessment of undervaluation, considering factors like earnings, cash flow, or asset values. Up to 15% of the portfolio may be allocated to companies conducting their principal business activities in emerging markets. Typically, a minimum of 80% of the fund's total assets will be committed to equity investments.

Market snapshot

Symbol
LISIX
Price
$14.94
Day change
+1.49%
Market cap
$1.5B
52-week range
12.5-16.7
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Emerging Markets Fund - I Class (AMKIX)
  • American Century One Choice Portfolio: Moderate Investor Class (AOMIX)
  • American Century Equity Growth Fund Investor Class (BEQGX)
  • Brandes International Equity Fund Class I (BIIEX)
  • Columbia Small Cap Value Fund I Institutional 3 Class (CSVYX)
  • FAM Value Fund Investor Class (FAMVX)
  • Franklin Gold and Precious Metals Fund Advisor Class (FGADX)
  • Lazard International Strategic Equity Portfolio R6 (RLITX)

Open Lazard International Strategic Equity Portfolio Institutional Shares (LISIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.