Lazard Global Compounders Fund Series FH (CAD)

  • Number of Holdings: 41
  • Total Net Assets: C$133 M


Lazard Global Compounders seeks to generate strong relative returns over a full market cycle by investing solely in what Lazard calls “Compounders”. Lazard defines compounders as the world’s leading companies that can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment).

†Carbon Metrics as of June 30, 2021. Based on 91.07% of AUM. Data is based on long positions only. © 2021 Morningstar Research Inc. All rights reserved.


  • 40-50 of the world’s leading companies
  • Fundamentally driven stock selection process, unconstrained by benchmarks
  • Holdings demonstrate: above market growth, low leverage and good ESG characteristics
  • Typically low portfolio turnover


  • A repeatable and empirically validated investment philosophy
  • Large global team of forward-looking, fundamentally driven research analysts
  • Rigorous risk management process to limit factor risk
  • Potential for long-term outperformance


Find out four things a Compounder can add to your portfolio.


Barnaby Wilson, Lazard Managing Director & Portfolio Manager/Analyst, answers your key questions about the Lazard Global Compounders Fund.

Portfolio Sub-Advisors

  • Lazard Asset Management

    Lazard Compounders Team

Fundserv : BIP

Fund Number
A 460 470
AH 498 -
F 462 471
FH 463 -