Robert A. Lee

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Manager factsheet

Robert A. Lee
Lord Abbett & Co LLC
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Manager profile

Robert Lee is the Chief Investment Officer responsible for providing broad management and strategic oversight for all of Lord Abbett’s investment, research, and trading teams. In addition, Mr. Lee is a member of the Strategic Allocation Committee. He also serves on the Lord Abbett Steering Committee, which provides strategic direction and decides on the priorities of the organization. Mr. Lee joined Lord Abbett in 1997 and was named Partner in 2002. Prior to his current role, Mr. Lee served as Deputy Chief Investment Officer and oversaw the firm’s taxable and tax exempt fixed income strategies. In addition, he held the role of Fixed Income Portfolio Manager for Mortgage and Asset Backed Securities. His previous experience includes serving as Fixed Income Portfolio Manager at ARM Capital Advisors; Assistant Portfolio Manager/Assistant Vice President at Kidder Peabody Asset Management; and Fixed Income Portfolio Strategies Analyst at First Boston Corporation. He has worked in the financial services industry since 1991. He earned a BS in economics from the Wharton School of Business at the University of Pennsylvania.

FOLLOW ON FUNDSWIRE

Annualised total return over 10.8 years

+5.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Robert A. Lee	6.6	11.0	15.2	24.0	66.2
Peer Group Composite	6.6	11.6	13.5	21.9	54.3
Over / Under	0.0	-0.6	1.7	2.1	11.9

Total return for Robert A. Lee

Discrete calendar year performance : Robert A. Lee

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Robert A. Lee	6.6	-0.8	4.8	2.0	1.5	5.8	1.7	-2.3	34.3	2.8
Peer Group Composite	6.6	1.0	3.7	-0.8	2.5	5.4	1.8	-3.5	29.5	1.5
Over / Under	0.0	-1.8	1.1	2.8	-1.0	0.4	-0.1	1.2	4.8	1.3

Performance vs peer group composite: Robert A. Lee

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

7 years

out of a possible 10

Overall markets

Underperformed peer group composite

3 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Lord Abbett High Yield	Co-managed	FO Fixed Int - USD High Yield	since Feb 18 2014 to present
Lord Abbett Short Duration Income	Co-managed	FO Fixed Int - USD Short/ Medium Maturity	since Feb 18 2014 to present
Lord Abbett Multi Sector Income	Co-managed	FO Fixed Int - USD	since Jan 05 2015 to present
Lord Abbett Global High Yield	Co-managed	FO Fixed Int - Global High Yield	since Oct 03 2016 to present
Lord Abbett Floating Rate Senior Loan	Co-managed	FO Fixed Int - USD	since Jul 18 2017 to present
Lord Abbett High Yield Core	Co-managed	FO Fixed Int - USD High Yield	since Mar 05 2019 to present

Funds managed previously

Fund	Periods

LORD ABBETT Climate Focused Bond	since Oct 14 2014 to Jul 21 2020
Lord Abbett Global Multi-Sector Bond	since Feb 18 2014 to Apr 01 2019
Lord Abbett Multi Sector Income	since Oct 05 2015 to Dec 08 2018