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FE Trustnet Fund managers

Manager factsheet

James Donald
Lazard Fund Managers, Lazard (IRL)
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.

Manager profile

James Donald, CFA Managing Director, Portfolio Manager/Analyst Lazard Asset Management LLC. James Donald is a Portfolio Manager/Analyst on the Emerging Markets Equity team and Head of the Emerging Markets Group. James also represents emerging markets as a member of various global and international equity teams. He began working in the investment field in 1985. Prior to joining Lazard in 1996, James was a Portfolio Manager with Mercury Asset Management. He has a BA in history from the University of Western Ontario.

FOLLOW ON FUNDSWIRE

Annualised total return over 13.4 years

+10.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
James Donald	11.3	11.1	41.1	87.4	439.2
Peer Group Composite	8.6	5.4	19.4	57.5	310.8
Over / Under	2.7	5.7	21.7	29.9	128.4

Total return for James Donald

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : James Donald

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

James Donald	11.3	-5.8	5.9	57.1	-19.1	19.9	10.7	69.7	20.2	41.1
Peer Group Composite	8.6	-10.3	8.1	50.5	-24.7	22.1	8.0	69.7	12.1	37.1
Over / Under	2.7	4.5	-2.2	6.6	5.6	-2.2	2.7	0.0	8.1	4.0

Performance vs peer group composite: James Donald

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Lazard Emerging Markets	Lead manager	UT Global Emerging Markets	since May 26 1997 to present
Lazard Global Active Emerging Market Equity	Lead manager	FO Equity - Emerging Markets	since Mar 23 2007 to present

Funds managed previously

Fund	Periods

No previously managed funds

News & Research: Related articles

Sector

Fund

Group

Manager

The problem of valuation in the equity income market By Pat Ryan 19-Apr-2013

Lazard: UK equity rally will gather pace By Alan Clifford 08-Apr-2013

Global funds upstage emerging markets rivals By Thomas McMahon 06-Apr-2013

Three companies that could derail the emerging market giants By Jenna Voigt 05-Apr-2013

Lazard: Why there’s more to Europe than being cheap By Aaron Barnfather 25-Mar-2013

Aberdeen: Emerging market trackers are “absurd” By Thomas McMahon 01-Mar-2013

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