Lazard Emerging Market Institutional (LZEMX)

Sam · 08-22-2007, 11:56 PM

Its performance in the last 5 years is mind-boggling!

Opinions? Anyone?

twaddle · 08-23-2007, 12:03 AM

Compare to Vanguard's VWO:

The mind-boggling returns are due to emerging markets, not the particular fund.

wildcat · 08-23-2007, 05:54 PM

Sam -

Ahh as far as actively managed emerging market funds, I really respect the Mathews Funds and IMO, they have a very solid investment approach in these markets.

Sam · 08-23-2007, 08:39 PM

wildcat,

What's the symbol for the Mathews Funds?

wab,

OK. So the emerging market is mind-boggling.

wildcat · 08-23-2007, 08:42 PM

Quote:

Originally Posted by Sam

wildcat,

What's the symbol for the Mathews Funds?

wab,

OK. So the emerging market is mind-boggling.

Matthews Asian Funds - Investing in the future of Asia since 1994

Take your pick. Only downfall is that they tend to be a bit Asia centric. However, I think that is where a lot of emerging market growth will come from in the future. Be sure to read through some of their commentaries/semis/annual reports. I think you will find them to be a very shareholder friendly firm.

twaddle · 08-23-2007, 08:54 PM

Quote:

Originally Posted by Sam

OK. So the emerging market is mind-boggling.

"Is" or "was?" That is the question.

FWIW, I try to overweight in China by using FXI.

Sam · 08-23-2007, 09:15 PM

Thanks, wildcat.

wab,
"Is" as far as I can tell. Obviously, no one knows what tomorrow will be like. I would not be surprised if China stock index drops by 50% in a short time.

twaddle · 08-23-2007, 09:23 PM

Yup, P/E is higher on Chinese stocks than other emerging countries (and FXI only holds Chinese "blue chips"). But their economy is still growing like crazy, and they make just about everything I buy, so I'll take my chances for a while longer.

BTW, the local Chinese stock markets are much crazier, but apparently investors there believe their govt won't let anything bad happen before the next Olympics, so they're going pedal to the metal until then!

08-22-2007, 11:56 PM	#1
Sam Thinks s/he gets paid by the post Join Date: Mar 2006 Posts: 1,743	Lazard Emerging Market Institutional (LZEMX) Its performance in the last 5 years is mind-boggling! Opinions? Anyone?

08-23-2007, 12:03 AM	#2
twaddle Thinks s/he gets paid by the post Join Date: Jun 2006 Posts: 1,377	Compare to Vanguard's VWO: The mind-boggling returns are due to emerging markets, not the particular fund. __________________ Favorite ERF quote: "I'm not going to waste my time on someone who's more interested in being stubborn or obtuse or intolerant." -- Nords Favorite ERF error message: "Sorry Nords is a moderator/admin and you are not allowed to ignore him or her."

08-23-2007, 05:54 PM	#3
wildcat Thinks s/he gets paid by the post Join Date: Feb 2005 Posts: 1,896	Sam - Ahh as far as actively managed emerging market funds, I really respect the Mathews Funds and IMO, they have a very solid investment approach in these markets. __________________ "These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"

08-23-2007, 09:23 PM	#8
twaddle Thinks s/he gets paid by the post Join Date: Jun 2006 Posts: 1,377	Yup, P/E is higher on Chinese stocks than other emerging countries (and FXI only holds Chinese "blue chips"). But their economy is still growing like crazy, and they make just about everything I buy, so I'll take my chances for a while longer. BTW, the local Chinese stock markets are much crazier, but apparently investors there believe their govt won't let anything bad happen before the next Olympics, so they're going pedal to the metal until then! __________________ Favorite ERF quote: "I'm not going to waste my time on someone who's more interested in being stubborn or obtuse or intolerant." -- Nords Favorite ERF error message: "Sorry Nords is a moderator/admin and you are not allowed to ignore him or her."

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08-23-2007, 08:39 PM	#4
Sam Thinks s/he gets paid by the post Join Date: Mar 2006 Posts: 1,743	wildcat, What's the symbol for the Mathews Funds? wab, OK. So the emerging market is mind-boggling.

08-23-2007, 09:15 PM	#7
Sam Thinks s/he gets paid by the post Join Date: Mar 2006 Posts: 1,743	Thanks, wildcat. wab, "Is" as far as I can tell. Obviously, no one knows what tomorrow will be like. I would not be surprised if China stock index drops by 50% in a short time.

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