Jason Brady, CFA

President and CEO

Jason Brady is president and CEO of Thornburg Investment Management. He is responsible for the company’s overall strategy and direction. He is also 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.

MUTUAL FUNDS
Investment Income Builder Fund • Ultra Short Income Fund • Limited Term U.S. Government Fund • Limited Term Income Fund • Strategic Income Fund

INSTITUTIONAL STRATEGIES/SEPARATELY MANAGED ACCOUNTS*
Investment Income Builder Strategy • Ultra Short Income Strategy • Multisector Opportunistic Strategy • Limited Term Income Strategy • Limited Term U.S. Government Strategy

UCITS
Limited Term Income Fund • Strategic Income Fund • Investment Income Builder Fund

Related Posts for Jason Brady

Rethink How You Approach Fixed Income

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The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.

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Investments carry risks, including possible loss of principal.

Outside the United States

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Investment involves risks. Past performance is not a guide to future performance and should not be the sole factor of consideration when selecting a product. You should not make investment decision solely based on this general information. If you have any queries, please contact your financial advisor and seek professional advice. All financial investments involve an element of risk.

November 29, 2021

Jason Brady, CFA

Don’t doubt the importance of fixed income. Despite a low-yield environment, fixed income is relevant. Jason Brady discusses how to reframe the conversation.

In Search of an ESG Standard in a Sea of ESG “Standards”

November 22, 2021

Asset managers, regulators, NGOs, and other stakeholders should first work to understand, evaluate, and bring to bear financially material ESG factors in making investment decisions. The work certainly can’t end there but if we wait for a singular ‘winner’ of ESG standards that may never come.

CEO Jason Brady on Bloomberg TV

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Investments carry risks, including possible loss of principal.

Outside the United States

The material has not been reviewed by the Securities and Futures Commission of Hong Kong.

November 15, 2021

Jason Brady, CFA

Jason Brady appeared on Bloomberg TV in studio to discuss what's driving markets, particularly the Fed and inflation.

How Fixed Income's Role in a Portfolio is Changing

Please see our glossary for a definition of terms.

Investments carry risks, including possible loss of principal.

Outside the United States

The material has not been reviewed by the Securities and Futures Commission of Hong Kong.

September 14, 2021

Jason Brady, CFA

As fixed income markets evolve, so does the likelihood of interesting opportunities within a portfolio. Thornburg President and CEO Jason Brady discusses how Thornburg’s nimble and wholistic approach to fixed income can benefit investors during the current market environment.

Global Rates: Is There Room to Run?

Please see our glossary for a definition of terms.

Investments carry risks, including possible loss of principal.

Outside the United States

The material has not been reviewed by the Securities and Futures Commission of Hong Kong.

September 3, 2021

Jason Brady, CFA

Thornburg President and CEO Jason Brady discusses the interesting development of rates falling across the globe despite an improving growth and the different opportunities that could present on a country-by-country basis.