Robert Lee - Lord Abbett Insider

Lord Abbett Convertible R3 -- USA Fund  

USD 13.56  0.05  0.37%

Fund Manager since October 15, 2013

Mr. Lee is the lead portfolio manager for the taxable fixed income strategies. Mr. Lee joined Lord Abbett in 1997 and was named Partner in 2002. His prior experience includes Portfolio Manager and Vice President at ARM Capital Advisors Assistant Portfolio Manager and Assistant Vice President at Kidder Peabody Asset Management and Fixed Income Research Analyst at The First Boston Corporationrationration. Mr. Lee received a BS from the University of Pennsylvania. He was in the investment business since 1991.
  Money Manager Since 2013      

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One Year Return

Alan KurtzLord Abbett Convertible C
Alan KurtzLord Abbett Convertible B

Fund Summary

The fund normally pursues its objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a diversified portfolio of convertible securities issued by U.S. and foreign companies. Convertible securities may include corporate bonds, debentures, notes, preferred stocks, and any other securities that can be exchanged for common stock or provide an opportunity for equity participation. It also may invest in synthetic convertible securities and convertible structured notes created by other parties.The fund is listed under Convertibles category and is part of Lord Abbett family.

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Top Management

Lord Abbett Convertible Leadership Team
Alan Kurtz, Money Manager, MBA
Robert Lee, Money Manager

Fund Performance

Lord Abbett Performance Indicators