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You are here: Manager factsheet

Kyle Waldhauer
Lazard Fund Managers
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Kyle Waldhauer is a Senior Vice President and Portfolio Manager/Analyst on the Global Equity Income and Global Equity Select teams. He began working in the investment field in 1994. Prior to joining Lazard in 1998, Kyle was a financial representative at Fidelity Investments. He has a BS in Economics and Finance from Southern New Hampshire University.
Total return for Kyle Waldhauer
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Kyle Waldhauer

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Kyle Waldhauer 16.6 -3.1 9.5 42.5 -15.2 5.6 -2.9 28.7 -10.5 8.4
Peer Group Composite 13.5 1.5 11.3 33.9 -10.0 8.1 -0.5 25.8 -1.1 13.0
Over / Under 3.1 -4.6 -1.8 8.6 -5.2 -2.5 -2.4 2.9 -9.4 -4.6
Performance vs peer group composite: Kyle Waldhauer
How a manager matches up against their peers gives you some idea of how talented they are. 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
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Global Equity Income Co-managed IA Global Equity Income since Oct 29 2007 to present
Funds managed previously
Fund Periods
Lazard Global Equity Income since Dec 28 2013 to Feb 19 2019
Lazard Global Equity Income since Oct 22 2007 to Oct 28 2007
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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