Thornburg Investment Management will make some changes, effective April 1, to the portfolio management teams for the Thornburg International Value Fund and the separately managed accounts in the Thornburg International Equity Strategy.
Lei “Rocky” Wang and Bill Fries will continue as co-portfolio managers of the fund. Wendy Trevisani will continue to support the fund, but will shift her portfolio management focus to institutional accounts. The fund had assets of approximately $28 billion as of December 31.
Trevisani will serve as portfolio manager for the International Equity Strategy for which she has been a co-portfolio manager since 2006. Charlie Wilson, her co-manager on the International ADR Strategy, and Rolf Kelly, her co-manager on the Socially Screened International Equity Strategy, will support her. The International Equity Strategy and the International ADR Strategy had combined assets of approximately $27 billion as of December 31, 2013.
Thornburg Investment Management is a privately held investment management company based in Santa Fe, N.M. Founded in 1982, the firm manages seven equity funds, eleven bond funds, and separate portfolios for select institutions and individuals.
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