The Manager of the Lazard UK Omega Fund, Alan Custis, explains how a concentrated portfolio of 25-35 positions can outperform through the market cycle.
This is a financial promotion and is not intended to constitute investment advice. Any views expressed herein are subject to change.
There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The information provided herein should not be considered a recommendation or solicitation to purchase, retain or sell any particular security. It should also not be assumed that any investment in these securities was or will be profitable.
In view of the concentrated nature of certain portfolios, the level of risk is expected to be higher than for broader based portfolios. When you sell your investment you may get back less than you originally invested. High yielding assets may carry a greater risk of capital values falling or have limited prospects of capital growth or recovery. No investor should invest in high yield securities unless he or she is prepared to accept a high degree of risk to both capital and income.
The Lazard UK Omega Fund is a sub-fund of Lazard Investment Funds, an Open Ended Investment Company (OEIC) which is authorised in the UK by the Financial Conduct Authority (FCA). The Authorised Corporate Director of the fund is Lazard Fund Managers Limited, which is authorised and regulated by the FCA and is a member of The Investment Association. Copies of the full Prospectus, the relevant Key Investor Information Document (KIID), the Supplementary Information Document and Report and Accounts are available in English, and other languages where appropriate, on request from the address below or at www.lazardassetmanagement.co.uk.
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