Lazard Equity Franchise Portfolio Q1 2025 Commentary
Source: SeekingAlpha
2025-05-21 10:00:00 ET
Summary
- In the first quarter, the Lazard Equity Franchise Portfolio rose in absolute terms and outperformed its benchmark, the MSCI World Index.
- US healthcare company CVS Health (0.0% weighting in the Portfolio) was a strong contributor during the period.
- The Global Equity Franchise currently holds securities that we have identified as market leaders and monopolies that typically exhibit higher long run earnings predictability than those of the market and that we believe are trading at reasonable valuations.
Market Overview
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Lazard Equity Franchise Portfolio Q1 2025 Commentary
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