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Lazard Glb Total Return & Income SEC Filings

LGI NYSE

Welcome to our dedicated page for Lazard Glb Total Return & Income SEC filings (Ticker: LGI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

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Rhea-AI Summary

Form 3 Initial Statement of Beneficial Ownership filed for Lazard Global Total Return & Income Fund (LGI) on June 28, 2025, reporting the beneficial ownership status of Fundo Ariona Cerma, who serves as Treasurer of the fund.

Key details:

  • Reporting Person: Fundo Ariona Cerma, located at 30 Rockefeller Plaza, New York, NY
  • Event Date: June 24, 2025
  • Position: Officer (Treasurer)
  • Filing Type: Individual filing

Notable disclosure: The filing indicates that the reporting person owns no securities beneficially, either directly or indirectly, including both non-derivative and derivative securities. This initial statement establishes a baseline for future ownership reporting requirements under Section 16(a) of the Securities Exchange Act of 1934.

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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 $16.75 as of June 28, 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 210.2M.

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

210.16M
13.01M
34.03%
0.14%
Asset Management
Financial Services
Link
United States
New York