Alan Clifford

AAA

16 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Lazard AM

Professional background

Joined Lazard in 2002. Portfolio Manager, Legal & General.

Educational background

BA (Hons) degree in Economics, Newcastle University. Associate of the Chartered Institute of Management Accountants.

Performance

5.49%

Manager Annualised Return Since Inception

5.21%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

5.49%

5.21%

0.29%

10Y

8.38%

8.31%

0.07%

-1.41%

0.53%

-1.94%

*Inception date: 10/16/2006

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Lazard Smaller Companies

Value investing using fundamental analysis

Benchmark
MSCI Europe Small, Net €

Class
Class A Acc

ISIN
GB00B10SJ927

AUM
200,986,211.30 €

Ongoing Charges