Thesis TrackerLazard Asset Management
Companies discussed, last 12 months
1 companies, monthly, latest action on the rightCommentary
4 May 2026Lazard Asset ManagementALLHeldBinsted's top pick is Aristocrat Leisure, citing US data showing regional gaming spend has held steady while improving in Las Vegas. He emphasises the business has a track record of resilience and has experienced material multiple contraction, seemingly caught up in the widespread AI-driven sell-off in companies investors believed could be disrupted by artificial intelligence.
About Lazard Asset Management
Value Focused, All-CapLazard Asset Management is the investment management division of the global financial advisory firm Lazard, offering equity, fixed income and alternative strategies across developed and emerging markets, with a significant presence in Australia. Lazard is known for its research-driven, valuation-focused approach to global and emerging market equities, alongside specialist strategies in global listed infrastructure and thematic investing. The firm serves institutional, retail and wholesale investors, leveraging Lazard's long history and global network of offices and research analysts. In Australia, Lazard distributes global equity and infrastructure strategies to superannuation funds, advisers and retail investors, drawing on the firm's international research capabilities and long operating history in global markets.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.