Invesco Advisers, Inc. Announces Changes to Portfolio Management Teams for Certain Invesco Closed-End Funds
- None.
- None.
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 | 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
Invesco Distributors, Inc. is the
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?
Which funds are affected by the changes in the portfolio management team?
Who are the new portfolio managers assigned to Invesco California Value Municipal Income Trust and Invesco Trust for Investment Grade New York Municipals?
When did Elizabeth S. Mossow join Invesco and become jointly responsible for the day-to-day management of the Funds?
How can one get more information about the changes in the portfolio management team?
