| Fund Inception | 02/13/1997 |
| Name of Issuer | Lazard |
| Fund Advisor(s) | Lazard Asset Management LLC |
| Sub-Advisor(s) | -- |
Fund Managers for LZSMX
Edward Rosenfeld
Portfolio Manager since 05/01/2007
Edward Rosenfeld is a Portfolio Manager/Analyst on the European, International and Global Small Cap Equity teams. He began working in the investment industry in 1996. Prior to joining Lazard in 2001, Edward was an analyst with J.P. Morgan. He has an MBA from the University of Chicago and a BA from Columbia College.
Alex Ingham
Portfolio Manager since 07/31/2012
Alex Ingham is a Portfolio Manager/Analyst on the Emerging Markets, International and Global Small Cap Equity teams. He began working in the investment field in 1996. Prior to joining Lazard in 2011, Alex was Head of Emerging Market Equities at Aviva Investors (formerly Morley Fund Management) where he managed emerging markets small cap equity portfolios. Prior to that, he was a fund manager for North American equities with the same firm. Prior to Aviva, Alex was Head of North American Equities at Aberdeen Asset Management. He also worked at Hill Samuel Asset Management and City Financial Partners Limited. Alex has a BSc (Hons) in Psychology from the University of Bristol. Alex is an associate member of the IIMR (Institute of Investment Management and Research) and has a diploma from the European Federation of Financial Analysts Societies. As well, he has a CII (Chartered Insurance Institute) Financial Planning Certificate (Parts 1 & 2).
Sebastian Pigeon
Portfolio Manager since 05/01/2025
Mr. Pigeon has been associated with Columbia Wanger Asset Management, LLC as an investment professional since 2015 and has been a Vice President of the Trust since 2021. He began his career in 1995 at Societe Generale as an associate equity research analyst. In 1996 he joined SG Cowen, the U.S. equity arm of Societe Generale, as an equity research analyst. Mr. Pigeon also worked for nine years at Exane BNP Paribas, leaving with the title of Head of U.S. Equity Research prior to joining Driehaus Capital Management LLC in 2007. Prior to assuming assistant portfolio manager responsibilities, Mr. Pigeon was an investment analyst with Driehaus Capital Management LLC .
Mr. Pigeon received his B.A. degree in Political Science from the Institute of Political Sciences (Sciences Po) in France in 1993 and M.B.A. 1995 KEDGE Business School.
Scott Kolar
Portfolio Manager since 09/01/2025
Scott is the Chairman of the Investment Committee and a senior portfolio manager for the Growth Team. He has primary responsibility for investment research in technology and software, and had previously been the team's information systems specialist, designing and implementing its technology infrastructure. Scott is also Co-Head of Global Technology Research for GSAM. Scott worked at Liberty Investment Management prior to Goldman Sachs Asset Management's acquisition of Liberty in January 1997. He graduated with a B.A. in Government from Harvard University in 1994.
Patricia Biggers
Portfolio Manager since 09/01/2025
Patricia Biggers is a Portfolio Manager/Analyst on the European, International, and Global Small Cap Equity teams. She began working in the investment field in 1992. Prior to joining Lazard in 2004, Patricia was with the Ford Foundation in New York City, Zurich Scudder Investments, and Deutsche Asset Management. She has an MBA from New York University and a BA (summa cum laude) from the University of Texas at Austin. She is currently on the board of trustees of the donor-advised fund of the Global Impact Funding Trust of Morgan Stanley and the London Community Foundation.
Michael DeBernardis
Portfolio Manager since 09/01/2025
Michael DeBernardis is a Portfolio Manager/Analyst on the US Small-Mid Cap Equity and Global Small Cap Equity teams with responsibility for coverage of the Consumer Supply Chain and Defense sectors. He began working in the investment industry in 1996. Prior to joining Lazard in 2005, Michael was a Senior Equity Analyst at Systematic Financial Management L.P. and a Market Data Analyst at Salomon Smith Barney. Michael has an MBA from New York University’s Stern School of Business and a BS in Finance from the University of Rhode Island.
Sean Gallagher
Portfolio Manager since 09/01/2025
Sean Gallagher, Managing Director and Chief Investment Officer, is Portfolio Manager at Goldman Sachs Asset Management.
Mr. Gallagher joined the Investment Adviser as a research analyst in May 2000. He became a portfolio manager in December 2001. From October 1993 to May 2000, he was a research analyst at Merrill Lynch Asset Management focusing on technology, telecomm and REITs. Sean received a BS in Finance from Drexel University and an MBA in Finance and Accounting from the Stern School of Business at New York University.
