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Morningstar

Lazard Global Listed Infrastructure Open GLFOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Lazard Investment Hub

Morningstar’s Analysis GLFOX

Will GLFOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GLFOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GLFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GLFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An impressive global listed infrastructure offering.

Associate Director Steven Le

Steven Le

Associate Director

Summary

Lazard Global Infrastructure's adept team and robust process support its prominent position in its Morningstar Category. Its hefty asset footprint does have some isolated impacts on stock weights, but the team has managed this effectively at the portfolio level and by keeping the strategy soft-closed for several years.

by Steven Le
Rated on Published on

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