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  • Lon Erickson
Lon Erickson

Lon Erickson, CFA

  • Portfolio Manager and Managing Director

Lon Erickson is portfolio manager for Thornburg Investment Management. He joined Thornburg in 2008 and was made portfolio manager in 2010.

Lon earned a BA in business administration with a minor in economics from Illinois Wesleyan University and an MBA from the University of Chicago Booth School of Business. He is a CFA charterholder. Prior to joining Thornburg Investment Management, Lon spent almost 11 years as an analyst for State Farm Insurance in the equity and corporate bond departments.

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

INSTITUTIONAL STRATEGIES/SEPARATELY MANAGED ACCOUNTS*
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

* All strategies may not be available as separately managed accounts.
Related Posts for Lon Erickson
Taking a Holistic View of Fixed Income Portfolio Construction
July 13, 2020
  • Jeff Klingelhofer, CFA
  • Lon Erickson, CFA
  • [
  • Fixed Income Funds
  • Jeff Klingelhofer
  • Limited Term Income Fund
  • Lon Erickson
  • Strategic Income Fund
  • ]

Thornburg Portfolio Managers Jeff Klingelhofer and Lon Erickson spoke with the Wall Street Transcript about Limited Term Income and Strategic Income. The Q&A is in depth, covering lots of ground such as the funds’ objectives; Jeff, Lon, and the team’s strategy during the recent recession; and the long-term outcomes they aim to generate for clients.

Income Stability with Principal Safety
March 2020
  • Lon Erickson, CFA
  • [
  • Lon Erickson
  • ]

Fixed income managers tend to have a narrow mandate and a clear focus on specific areas. In contrast, Thornburg Limited Term Income Fund covers the entire taxable fixed income universe to find relative value. Lon Erickson, co-manager of the fund, stresses the importance of risk/reward evaluation within safety of the principal and income stability in this feature article on Ticker.com.

Powell Tempers the Fed’s “Hawkish Cut”
October 31, 2019
  • Lon Erickson, CFA
  • [
  • economic conditions
  • ECONOMY
  • fed rate
  • Federal Reserve
  • ]

While the Fed met expectations in its latest interest rate reduction, it signaled that hikes are a long way off.

Thornburg Investment Management, Inc
2300 North Ridgetop Road
Santa Fe, NM 87506
800.847.0200
https://www.thornburg.com/contact-us
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Dividend yield: 2003 is TIBAX and 2004-2019 is TIBIX.

Performance data shown represents past performance and is no guarantee of future results. Click here for Investment Income Builder Fund performance.

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