Evan Carpenter

Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research.

Provides brokerage and investment advisory services

Capital Management employs an active, quality-driven, bottom-up equity investment approach in which stock selection is the primary focus. Fundamental research is augmented by quantitative research models. Risk in the equity market is mitigated by constructing well-diversified, sector-neutral portfolios and monitoring risk exposures to determine that they are constrained within acceptable limits. Within the fixed income market, the firm employs a quality, credit-rating-driven, bottom-up approach. The focus is on using credit research to identify risk-adjusted incremental yield spreads. Risk in the fixed income markets is controlled by managing duration and maintaining diversification as appropriate.

Coho seeks to generate a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. The firm's primary focus is on individual stocks but also invests in fixed income, mutual funds, Exchange Traded Funds (ETFs), and government securities.

Functions as a College/University

Provides banking services

Functions as a College/University