Small Cap Value

Strategy Goal

The strategy seeks to deliver long-term growth of capital by investing primarily in stocks of small value-oriented U.S. companies.

Inception Date

January 1996

Benchmark

Russell 2000® Value Index

Strategy AUM as of 03/31/2025

$351.00 M

eVestment Universe

US Small Cap Value Equity

Summary

Strategy Details

Strategy Highlights

Experienced Investment Team

The team leverages a disciplined and evergreen process to identify, own, and monetize alpha generating investments across all market capitalizations with the ability to combine fundamental research and quantitative analysis to manage both opportunity and risk.

High Conviction

A high conviction, value-oriented strategy with the flexibility to find opportunity in undervalued stocks through a bottom-up, research-driven and risk aware process.

Disciplined Approach

Emphasizing security selection through a consistent and repeatable process focused on companies with high normalized free-cash flow yields, attractive quality characteristics and stable-to-improving business trends.

Portfolio Highlights

Seeks to identify undervalued small-capitalization stocks through a bottom-up, research-driven and risk aware process that focuses on companies with high normalized, free cash-flow yields, attractive quality characteristics, and stable-to-improving business trends.

Vehicles Offered

Separate Account

Portfolio managed directly on behalf of an institutional client.

Mutual Fund

Pooled investment vehicle available to individual and institutional investors.

Managed Account

Portfolio managed directly on behalf of an individual client.

The Investment Team

John C. Hardy

Senior Managing Director, Portfolio Manager

22 Years of Experience

Qie Zhang, CFA

Portfolio Manager

22 Years of Experience

By The Numbers

Investment Professionals

Years Avg. Industry Experience

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

Portfolio

Performance

Small Cap Value 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. Small cap company stocks tend to be more volatile and may be less liquid than large cap company stocks. Small cap companies also may have more limited product lines, markets, or financial resources and typically experience a higher risk of failure than large cap companies. Investments in value companies can continue to be undervalued for long periods of time and be more volatile than the stock market in general. 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.