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Lazard Glb Total Return & Income - LGI STOCK NEWS

Welcome to our dedicated page for Lazard Glb Total Return & Income news (Ticker: LGI), a resource for investors and traders seeking the latest updates and insights on Lazard Glb Total Return & Income stock.

Overview

Lazard Global Total Return & Income Fund Inc is a United States-based diversified, closed-end investment management company specializing in delivering total return through a balanced blend of capital appreciation and income. Operating within the realm of asset management and investment strategies, the fund employs a robust diversification approach by investing across a range of sectors including consumer staples, financials, consumer discretionary, healthcare, materials, and sovereign debt. This broad spectrum of investments allows the fund to manage risk effectively while aiming to generate consistent returns over time.

Investment Philosophy and Strategy

The fund’s core objective is to achieve a total return that combines the benefits of capital gains with stable income. This is achieved through a diligent, multi-sector investment approach. The strategies employed embrace comprehensive market research, detailed analysis of market trends, and leveraging a global perspective that is a cornerstone of Lazard Asset Management’s philosophy. By focusing on a diversified portfolio of assets, the fund aims to mitigate market volatility and take advantage of opportunities across different market cycles.

Global Perspective and Team Collaboration

With a heritage rooted in Lazard Asset Management, the fund benefits from a wide-reaching global network and a culture that promotes constant dialogue among investment teams. This fosters an independent yet collaboratively supported environment where regional insights are integrated with global market trends. The entrepreneurial spirit of the teams, supported by centralized infrastructure, enables them to focus on selecting investments that meet the fund’s rigorous total return objective.

Competitive Landscape and Market Position

In a highly competitive asset management sector, Lazard Global Total Return & Income Fund Inc distinguishes itself through its diversified investment model and commitment to balanced risk management. The fund’s strategic allocation across various sectors not only underpins its value proposition but also positions it effectively against competitors. By integrating detailed market insights and leveraging a well-established global presence, the company maintains a nuanced approach to addressing investor needs for both growth and income.

Operational Framework and Investment Process

The operational framework emphasizes independence in decision-making combined with the benefits of a centralized, global infrastructure. This unique setup enhances the investment process by allowing teams to focus on in-depth market studies while receiving robust support in operational matters. The fund continuously evaluates macroeconomic trends and uses adaptive strategies to align its portfolio with prevailing market conditions, all while maintaining a disciplined approach to risk management.

Key Investment Areas

  • Consumer Sectors: Investments in consumer staples and discretionary sectors provide stable growth and resilience.
  • Financial Markets: Strategic investments in financial sectors benefit from detailed market trend analysis and global economic insights.
  • Healthcare and Materials: Exposure to healthcare and materials supports additional dimensions of growth and diversification.
  • Sovereign Debt: Holdings in sovereign debt serve to balance risk and enhance income generation.

Conclusion

Lazard Global Total Return & Income Fund Inc stands as a sophisticated investment vehicle within the competitive asset management industry. Its diversified, closed-end approach coupled with a global perspective and a collaborative management culture positions it as a reliable option for investors seeking a balanced strategy that prioritizes both capital appreciation and income. Through robust market analysis and a disciplined investment process, the fund exemplifies a comprehensive approach to navigating the complexities of modern financial markets.

Rhea-AI Summary

The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has declared a monthly distribution of $0.11512 per share on its outstanding common stock. This distribution will be payable on October 22, 2021, to shareholders of record as of October 8, 2021. The ex-dividend date is set for October 7, 2021. The Fund's investment strategy focuses on total return through capital appreciation and income, investing in a diverse portfolio of US and non-US equities, including companies with market caps over $2 billion, and may also include emerging market investments.

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The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has authorized a monthly distribution of $0.11512 per share, payable on September 22, 2021. Shareholders of record must hold shares by September 9, 2021, with an ex-dividend date of September 8, 2021. The Fund focuses on total return through capital appreciation and current income by investing in a diverse portfolio of approximately 60 to 80 US and non-US equity securities, including those in emerging markets.

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The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has announced a monthly distribution of $0.11512 per share on common stock, payable on August 23, 2021. Shareholders of record by August 10, 2021 will be eligible, with an ex-dividend date of August 9, 2021. As of June 30, 2021, the Fund's portfolio includes around 60 to 80 US and non-US equities, focusing on companies with market capitalizations over $2 billion, and may include emerging markets. Lazard Asset Management manages approximately $277.4 billion in client assets.

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Rhea-AI Summary

The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has announced a monthly distribution of $0.11512 per share on its outstanding common stock. This distribution is set for payment on July 22, 2021, to shareholders of record on July 9, 2021, with an ex-dividend date of July 8, 2021. The Fund aims for total return through capital appreciation and income, managing assets in a portfolio of approximately 60 to 80 US and non-US equity securities, and may also invest in emerging markets. As of May 31, 2021, Lazard Asset Management managed $278.6 billion in client assets.

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The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has authorized a monthly distribution of $0.11512 per share, payable on June 22, 2021, to shareholders of record on June 9, 2021. The ex-dividend date is June 8, 2021. As of April 30, 2021, the Fund's investment strategy focuses on total return through capital appreciation and current income, investing in a portfolio of approximately 60 to 80 equity securities, including emerging markets. Lazard Asset Management manages $274.4 billion in client assets.

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The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has declared a monthly distribution of $0.11512 per share, payable on May 21, 2021, to shareholders of record on May 10, 2021. The ex-dividend date is set for May 7, 2021. As of March 31, 2021, the fund's portfolio comprises 60 to 80 equity securities, including those with market capitalizations over $2 billion, and may include emerging market investments. Lazard Asset Management manages approximately $264.9 billion in client assets globally.

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The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has declared a monthly distribution of $0.11512 per share, payable on April 22, 2021. Shareholders of record as of April 9, 2021 will receive this payment, with the ex-dividend date set for April 8, 2021. The Fund focuses on total return through a mix of capital appreciation and current income, investing in a portfolio of 60 to 80 US and non-US equities, including emerging markets. As of February 28, 2021, Lazard Asset Management managed $260.7 billion in client assets.

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The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) has approved a monthly distribution of $0.11512 per share. This payout is scheduled for March 22, 2021, to shareholders recorded by March 9, 2021, with an ex-dividend date of March 8, 2021. As of January 31, 2021, the Fund's portfolio consists of 60 to 80 US and non-US equity securities, including ADRs from companies with over $2 billion market cap, and also engages in emerging markets and currency investments. Lazard Asset Management manages approximately $255.2 billion in assets as of the same date.

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The Board of Directors of Lazard Global Total Return and Income Fund (NYSE:LGI) announced a monthly distribution of $0.11512 per share, payable on February 22, 2021, to shareholders of record on February 9, 2021. The ex-dividend date is February 8, 2021. As of December 31, 2020, the Fund focuses on capital appreciation and current income via a diversified portfolio of 60 to 80 equity securities, including emerging markets. Lazard Asset Management, managing $258.6 billion in assets, oversees the Fund's investments and provides detailed portfolio data on its website.

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Lazard Global Total Return and Income Fund (NYSE:LGI) has confirmed a monthly distribution of $0.11512 per share, representing an annualized yield of 7.0% based on its net asset value as of December 31, 2020. The payment will be made on January 22, 2021, to shareholders registered by January 11, 2021, with an ex-dividend date set for January 8, 2021. The Fund seeks total returns through capital appreciation and income, investing in approximately 60 to 80 US and non-US equity securities, including those in emerging markets.

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FAQ

What is the current stock price of Lazard Glb Total Return & Income (LGI)?

The current stock price of Lazard Glb Total Return & Income (LGI) is $14.14 as of April 10, 2025.

What is the market cap of Lazard Glb Total Return & Income (LGI)?

The market cap of Lazard Glb Total Return & Income (LGI) is approximately 186.3M.

What is the primary investment objective of Lazard Global Total Return & Income Fund Inc?

The fund aims to generate a total return by combining capital appreciation with income generation through a diversified portfolio approach.

How does the fund achieve diversification?

It invests across a variety of sectors including consumer staples, financials, healthcare, materials, and sovereign debt, reducing the impact of market volatility.

What role does global perspective play in the fund's strategy?

A global perspective enhances investment decisions by incorporating diverse market insights and regional trends, all supported by a robust central infrastructure.

How does Lazard Global Total Return & Income Fund Inc manage risk?

The fund employs a disciplined investment process with a diversified asset mix, thorough market analysis, and adaptive strategies to mitigate risks.

What distinguishes this fund from its competitors?

Its combination of a diversified, closed-end investment model with an emphasis on both capital appreciation and income, supported by global market insights, sets it apart.

How does team collaboration impact the fund's performance?

The culture of constant dialogue and independent decision-making, bolstered by centralized support, allows for well-informed investment choices that align with the fund’s objectives.
Lazard Glb Total Return & Income

NYSE:LGI

LGI Rankings

LGI Stock Data

186.33M
13.01M
34.03%
0.14%
Asset Management
Financial Services
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United States
New York