Micro Cap Growth

Strategy Goal

The strategy aims to deliver long-term growth of capital by investing primarily in stocks of innovative U.S. companies with faster growing revenues than the market.

Commentary

Summary

Strategy Details

Strategy Highlights

Experienced Investment Team

The team leverages a long history of growth investing across all market capitalizations with the ability to combine fundamental research and price momentum to manage both opportunity and risk.

History of Innovation Investing

Seeks to invest in the stocks of innovative, transformative, market-leading companies, that are poised to disrupt their industries and take meaningful market share.

Differentiated Approach

A highly active and adaptive approach to capture the underestimation of transformative companies leveraging. We leverage a time-tested approach to using both operating and price momentum to capture upside and mitigate downside risk.

Portfolio Highlights

Seeks to invest in the stocks of innovative, transformative, market-leading companies, that are poised to disrupt their industries (often through new technologies, simpler solutions, or superior quality) and take meaningful market share.
Employs intensive fundamental analysis and scrutiny of company management to identify compelling secular growth opportunities, with technical analysis of macro and behavioral trends to identify optimal entry and exit points.

Vehicles Offered

Separate Account

Portfolio managed directly on behalf of an institutional client.

Mutual Fund

Pooled investment vehicle available to individual and institutional investors.

The Investment Team

F. Thomas O'Halloran, CFA, J.D.

Partner, Portfolio Manager

38 Years of Experience

Matthew R. DeCicco, CFA

Partner & Director of Equities

23 Years of Experience

Vernon Bice, CMT

Portfolio Manager

24 Years of Experience

By The Numbers

Investment Professionals

Years Avg. Industry Experience

Years of industry experience as of 01/01/2025.

Portfolio

Performance

Micro Cap Growth Equity Institutional Composite

Important Information

Click Here for The Global Investment Performance Standards (GIPS®) Composite Report.

THIS WEBSITE IS FOR THE USE OF INSTITUTIONS, INSTITUTIONAL CONSULTANTS, AND FINANCIAL PROFESSIONALS. IT IS NOT INTENDED FOR, AND SHOULD NOT BE USED WITH, RETAIL INVESTORS.

Risks to Consider: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Micro cap company stocks tend to be more volatile and may be less liquid than other types of stocks. Micro cap companies may also have more limited product lines, markets, or financial resources and typically experience a higher risk of failure than larger companies. Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general. The investment strategy employed generally results in active and frequent trading of securities, which may result in increased transaction fees in a particular portfolio. These factors can adversely affect performance.

Index Data Source: FTSE Russell

THIS WEBSITE IS FOR THE USE OF INSTITUTIONS, INSTITUTIONAL CONSULTANTS, AND FINANCIAL PROFESSIONALS. IT IS NOT INTENDED FOR, AND SHOULD NOT BE USED WITH, RETAIL INVESTORS.

Neither this website nor any of its content take into account individual client circumstances, objectives, or needs. No determination has been made regarding the suitability of any securities, financial instruments, or strategies for particular clients or prospects.

This website does not purport to provide any legal, tax, or accounting advice, and the information provided is not intended to be relied upon as a forecast or research regarding a particular asset class, sector, or the markets in general.

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett's products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product or service may be appropriate for your circumstances.