Lazard Japanese Equity Fund

Profile

The Lazard Japanese Equity Fund is an actively managed exchange-traded fund focused on providing targeted exposure to Japan’s equity market. Managed by Lazard Asset Management, the fund seeks to capitalize on opportunities arising from market inefficiencies, regulatory reforms, and evolving economic conditions unique to Japan. Its investment approach leverages a local, bilingual team with decades of experience, emphasizing a nuanced understanding of Japanese business culture alongside a global perspective. The fund invests across a broad spectrum of Japanese equities—from common and preferred stocks to warrants and rights—without restricting itself to specific sectors or market capitalizations. This enables flexible allocation and adaptation to shifting market dynamics. The strategy is research-driven, with portfolio construction continuously refined to reflect high-growth potential sectors across different stages of the economic cycle. Additionally, the fund employs proprietary selection criteria and may use futures, swaps, or hedging instruments, including currency forwards, to manage risk and optimize returns. By offering diversified access to the world’s second-largest developed equity market, the Lazard Japanese Equity Fund plays a key role in global portfolios seeking exposure to Japan’s distinctive economic landscape.