A veteran team and flexible, well-executed process earn Lazard International Strategic Equity a Morningstar Analyst Rating upgrade to Silver from Bronze for its two cheapest share classes. The more expensive share class continues to earn Bronze.
Will LISOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LISOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LISOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LISOX’s parent organization’s priorities and whether they’re in line with investors’ interests.