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Thornburg Equity Income Builder Fund Class I Usd Accumulating (unhedged) (0P0000WEGY)

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31.930 +0.010    +0.03%
06/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  Ireland
ISIN:  IE00B6YCBF59 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 124.22M
Thornburg Investment Income Builder Fund Class I S 31.930 +0.010 +0.03%

0P0000WEGY Overview

 
On this page you'll find an in-depth profile of Thornburg Equity Income Builder Fund Class I Usd Accumulating (unhedged). Learn about the key management, total assets, investment strategy and contact information of 0P0000WEGY among other information.
Category

USD Aggressive Allocation

Total Assets

124.22M

Expenses

0.95%

Inception Date

Jun 29, 2012

Contact Information

Address 2300 North Ridgetop Road
Santa Fe,NM 87506-8361
United States
Phone 800-276-3930
Fax 505-467-7277

Top Executives

Name Title Since Until
Matt Burdett Managing Director 2019 Now
Biography Matt Burdett is portfolio manager for Thornburg Investment Management. He rejoined the firm in 2015 as an associate portfolio manager and was promoted to portfolio manager in 2018. Matt spent several years as a senior vice president and portfolio manager at PIMCO, where he co-managed various dividend-oriented strategies. Prior to his time at PIMCO, Matt worked as an equity analyst at Thornburg. Matt was director of healthcare investment banking at CIBC World Markets / Oppenheimer prior to joining Thornburg in 2010. Earlier in his career, he was a medicinal chemist at Sunesis Pharmaceuticals. Matt holds an MBA from the Marshall School of Business at the University of Southern California and a bachelor’s degree in chemistry from the University of California, Berkeley.
Brian J. McMahon Vice President 2012 Now
Biography Brian McMahon is chief investment strategist for Thornburg Investment Management. Brian is deeply respected for his market and investment insight and serves as a key voice for the investment team and Thornburg clients. He also co-manages Thornburg’s global equity portfolios and serves as vice chairman of Thornburg. Brian joined Thornburg in 1984 as chief investment officer; a role he held until 2019. Brian served as president of the firm from 1997 to 2015 and CEO from 2008 to 2015 and was promoted to vice chairman in 2016. He managed Thornburg’s laddered bond portfolios from their inceptions from 1984 until 2000 and remains actively involved in securities analysis for various Thornburg portfolios. Brian holds an MBA from Tuck School of Business at Dartmouth College and a BA in econom¬ics and Russian studies from the University of Virginia. After receiving his MBA, Brian joined Norwest Bank in 1979, and held various corporate finance positions.
Christian Hoffman - 2012 Now
Ben Kirby Co-Head of Investments and Managing Director 2013 2024
Biography Ben Kirby is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level. Ben is also a portfolio manager on multiple strategies. He joined Thornburg in 2008 as equity research analyst, was promoted to associate portfolio manager in 2011, and was named portfolio manager and managing director in 2013. Ben holds a BA in computer science from Fort Lewis College and an MBA from Duke University’s Fuqua School of Business. Prior to graduate school, Ben was a software engineer at Pinnacle Business Systems in Oklahoma City, Oklahoma. He is a CFA charterholder.
Jason Brady President and CEO 2012 2023
Biography Jason Brady is president and CEO of Thornburg Investment Management. He is responsible for the company’s overall strategy and direction. He is also the head of the firm’s global fixed income investment team and a portfolio manager on multiple strategies. He joined the firm in 2006, was made portfolio manager and managing director in 2007, and president and CEO in 2016. His book Income Investing: An Intelligent Approach to Profiting from Bonds, Stocks and Money Markets is a step-by-step guide to income investing. Jason holds a BA with honors in English and environmental biology from Dartmouth College, and an MBA with concentrations in analytical finance and accounting from Northwestern’s Kellogg Graduate School of Management. He is a CFA charterholder. Prior to joining Thornburg, Jason was a portfolio manager with Fortis Investments in Boston, and has held various positions at Fidelity Investments and Lehman Brothers. Jason holds a BA with honors in English and environmental biology from Dartmouth College, and an MBA with concentrations in analytical finance and accounting from Northwestern’s Kellogg Graduate School of Management. He is a CFA charterholder. Prior to joining Thornburg, Jason was a portfolio manager with Fortis Investments in Boston, and has held various positions at Fidelity Investments and Lehman Brothers.
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