Separately Managed Accounts
What contributes to our success in SMA? Three key differentiators:
Actively investing in stocks of innovative U.S. companies developing disruptive technologies with a history of generating strong revenue growth. | ||
Actively investing in stocks of high-quality U.S. large-cap companies trading at attractive normalized free cash flow valuations. | ||
Convertible SMA | Actively investing in a broad range of convertible securities. | |
Dividend Growth SMA | Actively investing in stocks of high-quality U.S. large-cap companies with a history of consistently increasing dividends. | |
Multi-Cap Value SMA | Actively investing in stocks of high-quality U.S. companies trading at attractive normalized free cash flow valuations across all market caps. |
Actively managed portfolio that seeks to identify the best relative value across U.S. Treasuries, Government Agencies, and Agency Mortgage-Backed Securities. |
Actively managed portfolio that invests primarily in long-maturity, high quality municipal bonds, with a strategic allocation to shorter-term bonds. | ||
High-Quality Intermediate Municipal SMA | Actively managed portfolio that invests primarily in intermediate-maturity, high quality municipal bonds | |
High-Quality Short Duration Municipal SMA | Actively managed portfolio that invests primarily in short-maturity, high quality municipal bonds. | |
Managed Municipal Ladders | A suite of professionally managed municipal ladders with standard or customizable maturity ranges. These portfolios leverage Lord Abbett’s deep credit research, ongoing monitoring, and institutional access to inventory and pricing advantages. | |
Actively managed portfolio that invests primarily in intermediate-maturity, high quality municipal bonds, with a strategic allocation to a zero-fee completion fund that is intended to enhance diversification and total return potential. |
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