Robert A. Lee serves as Co-Head of Taxable Fixed Income and lead portfolio manager since April 27, 2020, bringing over 30 years of financial services experience. He joined Lord Abbett in 1997 and was named Partner in 2002, previously serving as Chief Investment Officer with oversight of investment, research, and trading teams. His background includes roles at ARM Capital Advisors, Kidder Peabody Asset Management, and First Boston Corporation. He holds a BS in economics from the Wharton School of Business at the University of Pennsylvania. The management team was strengthened in 2025 with the addition of Gregory H. Benz, CFA, and Ty J. Kern as portfolio managers, while maintaining continuity through experienced partners Steven F. Rocco and other seasoned professionals.

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The Fund seeks to deliver a high level of current income consistent with the preservation of capital by investing in a variety of short maturity debt securities including corporate bonds, U.S. government securities, and mortgage- and other asset-backed debt securities. The fund pursues an agile, multi-sector approach designed to provide a higher yield than a typical short duration strategy, and a lower duration than a traditional core bond strategy. The portfolio management team combines top-down macroeconomic and regulatory analysis with bottom-up quantitative and fundamental research to seek relative value opportunities across sectors.

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