With high transparency, liquidity and above-average total returns, REITs have a place in every diversified portfolio, according to Jay Leupp, portfolio manager of Lazard US Realty Equity Portfolio. The fund team maintains a concentrated portfolio diversified across property types and regions.

Emerging markets offer investors earnings growth, but for Peter Gillespie and Kevin O’Hare, portfolio managers of the Lazard Developing Markets Equity Portfolio, it is essential to focus on the valuation paid for that earnings growth. Relying on fundamental bottom-up analysis to gain an information edge, the fund team aims to

Smid-cap funds offer the flexibility to hold on to small companies that are growing and delivering financial results as they move into the mid-cap market cap range. Dan Breslin and his team at the Lazard US Small-Mid Cap Equity Fund focus on this longer growth phase at a company level

Investing in international real estate is challenging for most individual investors due to a lack of accessibility to markets, the liquidity requirements of a large asset purchase, and recurrent risks posed by currency exposures. Brett Johnson, portfolio manager of Grubb & Ellis AGA International Realty Fund, describes his pursuit of

Having access to proprietary research and timely insights in the real estate markets does give an edge over the competition even in the harshest conditions. Jay Leupp, President and Senior Portfolio Manager at Grubb & Ellis, sets liquidity, improving fundamentals and sector-driven and global diversification as priorities for the firm’s