Alan Kurtz - Lord Abbett Insider

Lord Abbett Convertible R3 -- USA Fund  

USD 13.39  0.00  0.00%

Fund Manager since April 29, 2013

Mr. Kurtz is a portfolio manager for the convertible strategy. Mr. Kurtz joined Lord Abbett Operations Department in 2000 and worked closely with the Convertible High Yield and Bond Debenture Funds. In 2002 he joined the convertible investment team as a sector analyst. He subsequently added responsibility for trading the convertible strategy and in 2007 was asked to manage the daytoday operations of the convertible separately managed account strategy. In 2013 he became a portfolio manager of the convertible strategy. Mr. Kurtz received a BA from Hartwick College and an MBA from New York University. He was in the investment business since 2000.
  Money Manager Since 2013  MBA    

Management Performance (%)

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