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

Jason Brady: Identifying Reliable Income Streams

April 8, 2020

Jason Brady, CFA

In this podcast with Australian publication Investment Magazine, Jason Brady speaks about the scope of the challenge for investors and the potential opportunities that exist to navigate market turmoil.

Market Update from Thornburg CEO

March 23, 2020

Amid the continued turmoil spawned by COVID-19, Thornburg President and CEO Jason Brady provides an update on how we are responding to market volatility.

CEO Update: Thornburg’s Approach to Markets Roiled by COVID-19

Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.

Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.

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.

Thornburg mutual funds are distributed by Thornburg Securities Corporation.

Investments carry risks, including possible loss of principal. Additional risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Portfolios investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. This effect is more pronounced for longer-term bonds. Unlike bonds, bond funds have ongoing fees and expenses. Investments in mortgage-backed securities (MBS) may bear additional risk. Investments in lower rated and unrated bonds may be more sensitive to default, downgrades, and market volatility; these investments may also be less liquid than higher rated bonds. Investments in derivatives are subject to the risks associated with the securities or other assets underlying the pool of securities, including illiquidity and difficulty in valuation. A short position will lose value as the security's price increases. Theoretically, the loss on a short sale can be unlimited. Investments in the Funds are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

The performance data quoted represents past performance; it does not guarantee future results.

Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

March 3, 2020

Thornburg CEO Jason Brady provides an update on how Thornburg is managing risks and opportunities created by the turbulent market.

Thornburg CEO Jason Brady Discusses Market Volatility on CNBC

February 25, 2020

Thornburg CEO Jason Brady discusses the key drivers of the recent selloff and where investors can look for interesting opportunities amid volatility.

Thornburg CEO Jason Brady on Maria Bartiromo's Wall Street

November 1, 2019

Jason Brady, CFA

Jason Brady sits down with Maria Bartiromo at Fox Business to discuss the benefit of global dividends, U.S.-China trade and the reaction to last month's Fed meeting.