Fund Inception | 05/04/2023 |
Name of Issuer | Lord Abbett |
Fund Advisor(s) | Lord, Abbett & Co LLC |
Sub-Advisor(s) | -- |
Fund Managers for LGRAX
Robert Lee
Portfolio Manager since 04/18/2023
Robert A. Lee is a Partner and Chief Investment Officer at the Lord Abbett & Company. 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 Corporation. Mr. Lee received a BS from the University of Pennsylvania. He has been in the investment business since 1991.
Adam Castle
Portfolio Manager since 04/18/2023
Mr. Castle joined Lord Abbett in 2015. Mr. Castle was formerly Vice President at Credit Suisse from 2013 to 2015 and Assistant Vice President at AllianceBernstein from 2008 to 2013.
Yoana Koleva
Portfolio Manager since 04/18/2023
Ms. Koleva joined Lord Abbett in 2011.
Harris Trifon
Portfolio Manager since 04/18/2023
Harris Trifon is responsible for contributing to the management of Lord Abbett’s taxable-fixed income strategies with a focus on real estate debt.
Mr. Trifon joined Lord Abbett in 2021. His previous experience includes serving as Co-Head of Mortgage and Consumer Credit at Western Asset Management; Director of Fixed Income Research, Global Head of CRE Debt at Deutsche Bank; and Director of Structured Finance at Standard & Poors. He has worked in the financial services industry since 2000.
Mr. Trifon is on the boards of the Commercial Real Estate Finance Council and the University of Florida’s Bergstrom Center for Real Estate, and was voted on the Institutional Investor All-Star list for two years prior to moving to the buy-side.
He earned a BA in economics from the University of Florida and an MS in real estate from New York University.