The Lord Abbett Growth Equity strategy offers experienced leaders and a stabilizing analyst team, but its aggressive, momentum-driven approach limits its potential to outperform on a risk-adjusted basis. It continues to earn Morningstar Analyst Ratings of Neutral, while an expensive Ireland-domiciled vehicle’s share class warrants Negative.
Will LGLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGLIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LGLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LGLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.