Warryn Robertson

Warryn Robertson is a Portfolio Manager/Analyst on Lazard’s Global Listed Infrastructure, Global Equity Franchise, and Australian Equity teams. He has been working in the investment field since 1992.


Rio Tinto or BHP: Our preferred exposure

Warryn Robertson

The ‘confession season’ could not have illustrated a bigger contrast than between the two major miners, BHP and Rio Tinto. Here we review and compare their results, and pick the one we find most attractive today. Show More


Cloud Computing - Threat or Opportunity for IT Powerhouses?

Warryn Robertson

In a world of low growth, macro economic uncertainty and high equity market valuations we consider that at present the number of investment opportunities, even for a global equity investor are incredibly scarce. We do however see pockets of value, with the IT sector being one example. Show More

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