Lord Abbett Special Situations Income Fund: insider trades · United States · SEC (Form 4)

About Lord Abbett Special Situations Income Fund

Lord Abbett Special Situations Income Fund is a U.S. investment fund rather than a conventional operating company. It sits within the Lord, Abbett & Co. LLC asset-management platform, which was founded in 1929 and is widely described as one of the oldest money-management firms in the United States. Lord Abbett is an independent, privately held global asset manager with capabilities across U.S. mutual funds, UCITS, institutional accounts, separately managed accounts, and a broad fixed-income franchise. ([lordabbett.com](https://www.lordabbett.com/corporate/public-user/about-us.html?utm_source=openai)) The fund itself was organized as a Delaware statutory trust on April 1, 2021, and began operations on September 8, 2021. It is registered under the Investment Company Act of 1940 as a non-diversified, closed-end management investment company that continuously offers its shares and operates as an interval fund. Its stated investment objective is total return. The fund offers multiple share classes, including Class A and Class I, and is designed for investors seeking recurring income with exposure to opportunistic credit opportunities. Importantly, the fund does not list its shares on a securities exchange, so it is not a NYSE- or NASDAQ-listed equity, even though it is part of a U.S. SEC-reporting universe. ([lordabbett.com](https://www.lordabbett.com/content/dam/lordabbett/en/documents/legal-documents/interval-fund/5741/special_situations_income_fund_semi_annual_report.pdf?utm_source=openai)) From a business-line perspective, the product is concentrated in credit and fixed-income strategies, with a special-situations orientation. Recent portfolio materials show exposure to a range of corporate credit issuers across sectors such as retail and telecommunications, illustrating a diversified opportunistic approach to debt selection rather than a single-industry mandate. In practical terms, the strategy appears to rely on Lord Abbett’s deep fixed-income research platform and its ability to source income opportunities across multiple parts of the credit market. ([lordabbett.com](https://www.lordabbett.com/content/dam/lordabbett/en/documents/legal-documents/interval-fund/5741/special_situations_income_fund_portfolio_holdings_3q.pdf?utm_source=openai)) Competitively, Lord Abbett is positioned as a well-established fixed-income manager with meaningful scale. The firm publicly highlights significant assets under management in fixed income and a long history in active management, which supports the credibility of funds like Special Situations Income. That heritage matters: in a crowded U.S. income-fund landscape, sponsor brand, credit underwriting depth, and distribution reach are often as important as headline yield. Lord Abbett also emphasizes its global client base, with offerings for investors around the world, reinforcing the relevance of the franchise beyond the domestic U.S. market. ([lordabbett.com](https://www.lordabbett.com/corporate/public-user/about-us.html?utm_source=openai)) As for recent developments, the most recent public materials point to steady portfolio management and routine disclosure updates rather than a major strategic shift. The latest available holdings report reviewed was dated September 30, 2024, and other Lord Abbett materials from 2025 continue to frame the firm as a leader in short-duration and multi-sector fixed income. For investors in France, Belgium, or Switzerland, the key takeaway is that Lord Abbett Special Situations Income Fund is a U.S.-based credit income vehicle sponsored by a long-established U.S. asset manager, not a listed NYSE/NASDAQ operating company. ([lordabbett.com](https://www.lordabbett.com/content/dam/lordabbett/en/documents/legal-documents/interval-fund/5741/special_situations_income_fund_portfolio_holdings_3q.pdf?utm_source=openai))