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Invesco Advisers, Inc. Announces Changes to Portfolio Management Teams for Certain Invesco Closed-End Funds

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Invesco Advisers, Inc., a subsidiary of Invesco (NYSE: IVZ), announced changes to the portfolio management team for Invesco closed-end funds. Effective immediately, new portfolio managers are assigned for Invesco California Value Municipal Income Trust and Invesco Trust for Investment Grade New York Municipals.
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ATLANTA, April 1, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today changes to the portfolio management team for each of the following Invesco closed-end funds (the "Funds"):

Invesco California Value Municipal Income Trust (NYSE: VCV)
Invesco Trust for Investment Grade New York Municipals (NYSE: VTN)

Effective immediately, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco California Value Municipal Income Trust's and Invesco Trust for Investment Grade New York Municipals' portfolios:

  • Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • John "Jack" Connelly, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2016.
  • Joshua Cooney, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 1999.
  • Elizabeth S. Mossow, CFA, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2019. From 2007 to 2019, Ms. Mossow was associated with OppenheimerFunds, a global asset management firm.
  • Tim O'Reilly, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • John Schorle, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • Julius Williams, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.

The year in which each Portfolio Manager became jointly and primarily responsible for the day-to-day management of the Funds is set forth below:


VCV

VTN

Mark Paris

2015

2015

John "Jack" Connelly

2016

2016

Joshua Cooney

2024

2024

Elizabeth S. Mossow

2024

2024

Tim O'Reilly

2016

2016

John Schorle

2018

2018

Julius Williams

2011

2009

For more information, call 1-800-341-2929.

This communication is not intended to, and shall not, constitute an offer to purchase or sell shares of any of the Invesco Funds, including the Funds.

About Invesco Ltd.
Invesco Ltd. (NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in more than 20 countries, Invesco Ltd. managed US$1.59 trillion in assets on behalf of clients worldwide as of December 31, 2023. For more information, visit www.invesco.com.

Invesco Distributors, Inc. is the U.S. distributor for Invesco Ltd.'s retail products. Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. Each entity is a wholly owned, indirect subsidiary of Invesco Ltd.

Note: There is no assurance that a closed-end fund will achieve its investment objective. Common shares are bought on the secondary market and may trade at a discount or premium to NAV. Regular brokerage commissions apply.

NOT A DEPOSIT l  NOT FDIC INSURED  l  NOT GUARANTEED BY THE BANK  |  MAY LOSE VALUE  |  NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Media Relations Contact: Beverly Khoo,
beverly.khoo@invesco.com, 332-323-8029

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SOURCE Invesco Ltd.

FAQ

Who announced changes to the portfolio management team for Invesco closed-end funds?

Invesco Advisers, Inc., a subsidiary of Invesco (NYSE: IVZ)

Which funds are affected by the changes in the portfolio management team?

Invesco California Value Municipal Income Trust and Invesco Trust for Investment Grade New York Municipals

Who are the new portfolio managers assigned to Invesco California Value Municipal Income Trust and Invesco Trust for Investment Grade New York Municipals?

Mark Paris, John 'Jack' Connelly, Joshua Cooney, Elizabeth S. Mossow, Tim O'Reilly, John Schorle, and Julius Williams

When did Elizabeth S. Mossow join Invesco and become jointly responsible for the day-to-day management of the Funds?

Elizabeth S. Mossow joined Invesco and became jointly responsible in 2019

How can one get more information about the changes in the portfolio management team?

For more information, call 1-800-341-2929

Invesco LTD

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