Lazard Global Strategic Equity Portfolio Open Shares (LSTOX) Research

The Lazard Global Strategic Equity Portfolio Open Shares primarily allocates its capital to common stocks of companies that the Investment Manager identifies as undervalued, based on their earnings potential, cash flow generation, or underlying asset values. Typically, a minimum of 80% of the portfolio's total assets will be invested in equity securities. Additionally, it maintains substantial exposure to international markets, generally committing at least 40% of its assets to non-U.S. firms; however, this international minimum can be adjusted to 30% should the Investment Manager determine that market conditions are not favorable.

Market snapshot

Symbol
LSTOX
Price
$12.83
Day change
-1.23%
Market cap
$11.1M
52-week range
10.52-13.36
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Clough China Fund - Investor Class (CHNAX)
  • Lazard Global Dynamic Multi Asset Portfolio Open Shares (GDMOX)
  • Janus Henderson Asia Equity Fund - I Shares (JAQIX)
  • Janus Henderson Asia Equity Fund - T Shares (JAQTX)
  • Kayne Anderson Renewable Infrastructure Fund Retail Class (KARRX)
  • Rydex Series Fds, Long Short Equity Fund P Class (RYSRX)
  • Virtus Seix Corporate Bond Fund I (STICX)
  • Guggenheim RBP Large-Cap Market Fund, Class P (TVFMX)

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