Portfolio Manager of the Year
Lazard Asset Management
Portfolio Manager of the Year
James Donald
portfolio manager/analyst and head of emerging markets
“It is truly an honour to receive this award from Asian Private Banker. With so many investors from around the world working in the Asian market, this is great recognition for the whole of Lazard’s emerging markets platform.
With over 35 years of emerging markets investing experience, it is key to our firm’s DNA. The Lazard Emerging Markets Equity team have, through a challenging anti-value period, maintained our discipline and patience and delivered for our clients. Emerging markets has been for much of the last decade, and remains today, an unloved asset class. The current environment, with relatively low valuations and very interesting fundamentals, reminds us of a period around twenty or so years ago when the asset class started to perform well. Lazard takes this opportunity to thank our clients for their continued support of our investment capabilities.”
Winnersrationale
“James Donald has been instrumental in developing and fulfilling the potential of Lazard Asset Management’s emerging markets capabilities since joining the firm in 1996 and taking overall leadership of the platform five years later. Under his deft stewardship, that platform has grown to encompass more than US$30 billion in client assets” said Audrey Raj, South Asia editor, Asian Private Banker.
“All of Donald’s experience and expertise in emerging markets was put to the test when the US Federal Reserve’s interest rate hiking cycle began two years ago, and his philosophy passed this challenge with flying colours. Amid a focus on relative value and bottom-up stock-picking, Lazard Asset Management’s emerging markets strategies benefited from a major shift from growth into value styles. The result has been tangible outperformance by the firm’s emerging markets products relative to their MSCI Emerging Markets Equity Index benchmark.”
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