Firm Profile
LORD, ABBETT & CO. LLC
THIS MATERIAL IS INTENDED FOR THE USE OF “INSTITUTIONAL INVESTORS” (AS SUCH TERM IS DEFINED IN VARIOUS JURISDICTIONS) AND THEIR CONSULTANTS, ANALYSTS, BROKER-DEALERS AND FINANCIAL ADVISORS ONLY AND IS NOT INTENDED FOR, OR TO BE RELIED UPON BY, PRIVATE INDIVIDUALS OR RETAIL INVESTORS. IN NO WAY DOES THIS MATERIAL CONSTITUTE INVESTMENT ADVICE OR AN OFFER OF
SECURITIES. THIS DOCUMENT HAS NOT BEEN FILED WITH, OR APPROVED BY, ANY REGULATORY AUTHORITY IN ANY JURISDICTION.
AS OF JUNE 30, 2019
Independent, privately held firm
50 partners
Assets under management: $185.4 billion*
167 investment professionals with an average of 18 years of industry experience
* Includes approximately $1.2 billion for which Lord Abbett provides investment models to managed account sponsors.
AT A GLANCE
INVESTMENT-LED. INVESTOR-FOCUSED.
OUR FIRM
A singular focus on the management of money since 1929
OUR MISSION
Delivering superior long-term investment performance and a client experience that exceeds expectations
OUR DIFFERENTIATORS
n Independent Perspective
n Commitment to Active Management
n Intelligent Product Design
ASSETS UNDER MANAGEMENT
As of 06/30/2019. *Includes $1.2 billion for which Lord Abbett provides investment models to managed account sponsors.Note to European Union Investors: This communication is issued in the United Kingdom and distributed throughout the European Union by Lord Abbett UK Ltd., a Private Limited Company registered in England and Wales under company number 10804287 with its registered office at 1 Fetter Lane, London, United Kingdom, EC4A 1BR. Lord Abbett UK Ltd (FRN 783356) is an Appointed Representative of Duff & Phelps Securities Ltd. (FRN 466588) which is authorised and regulated by the Financial Conduct Authority.
LA-FIRM-PP(06/19)
FIXED INCOMETaxable Fixed Income: $129.7 billion Ultra Short Bond Short Credit Intermediate Government/Credit Government Core & Core Plus Inflation Focused Corporate Credit Bank Loan Multi-Sector Global Multi-Sector Emerging Markets Corporate Debt Emerging Markets Bond Long Duration High Yield Global High Yield Convertible Credit Opportunities
Tax Free Fixed Income: $23.5 billion Short, Intermediate, & Long Short Duration High Yield State Specific High Yield
EQUITY
U.S. Equity: $26.4 billion Large to Small Value Large to Micro Growth Dividend Growth Equity Income
Global & International Equity: $1.8 billion International Equity International Value International Small Core Global Equity
Equity & Fixed Income: $4.0 billion
$185.4 BILLION IN ASSETS UNDER MANAGEMENT* Including over $740 million from current and former partners, employees and their families
MULTI-ASSET CLASS
Income Balanced