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Asset management

Equities

Our expertise

Lazard Frères Gestion has long-standing expertise in equity management, available to investors in the form of open-ended funds, dedicated funds and discretionary management mandates.
 

Our investment philosophy can be summed up in a few words: a company's value reflects its economic performance and value creation, and to transform this economic performance into stock market performance, it is necessary to be disciplined and never invest in a company that is overvalued in relation to its long-term prospects.

Our investments are the result of detailed proprietary financial analysis and are based on our systematic and regular meetings with company executives.”

Thomas Brenier

Managing Director, Head of Research and Equity

Our key figures*

  • 16 Analysts-Managers

    with both geographical and sector expertise

  • 3 ESG Specialists

    directly integrated into the Equities team

  • 20 Open-end Funds

    managed by the Equities team

  • 3 Funds

    with SRI and/or Article 9 SFDR certification

*As of 31 December 2025

A quantitative and qualitative approach

All our management processes are based on a fundamental analysis of companies, carried out in a methodical and detailed manner. This analysis of figures is always supplemented by a qualitative analysis of the company, which involves systematic interviews with its managers in order to assess their strategy, the company's competitive environment, its culture, its organization, and its growth opportunities.

A team of complementary Portfolio Manager-Analysts

All members of our management team serve as analysts and cover multiple sectors or geographies. For any given security in our investment universe, Lazard Frères Gestion has a single model, a single opinion, and a single valuation. The consistency of our work ensures that all of our analyses are coherent. These analyses are discussed in team meetings so that we can make the best investment decisions together.

ESG analysis integrated into our analysis model

At Lazard Frères Gestion, ESG analysis is directly integrated into our corporate valuation model. In practical terms, companies with inadequate ESG policies will see their valuation downgraded in our models. Extra-financial analysis is carried out directly by Portofolio Manager-Analysts with the support of our team of ESG specialists.