| Fund Inception | 10/02/1995 |
| Name of Issuer | Thornburg |
| Fund Advisor(s) | Thornburg Investment Management Inc |
| Sub-Advisor(s) | -- |
Fund Managers for TVAFX
Miguel Oleaga
Portfolio Manager since 01/21/2026
Miguel Oleaga is portfolio manager for Thornburg Investment Management. He joined the firm in 2014 as an equity research analyst, was promoted to associate portfolio manager in 2017, and was named portfolio manager in 2018.
Miguel holds a BS in business administration (finance and management specialties) from the University of Massachusetts. Prior to his joining Thornburg, Miguel worked at Putnam Invest- ments, conducting equity analysis supporting growth, value, and dividend-focused man-dates. He held a series of positions of increasing responsibility at Putnam beginning in 2004.
Neal BasuMullick
Portfolio Manager since 01/21/2026
Neal BasuMullick, cfa, a managing director of Thornburg, has been a portfolio manager of Summit Fund since 2024. Mr. BasuMullick joined Thornburg in 2020 as an equity research analyst, was promoted to senior equity analyst and then associate portfolio manager in 2022, and named a managing director and promoted to portfolio manager in 2024. Prior to joining Thornburg, Mr. BasuMullick worked in equity research at Columbia Threadneedle Investments, and prior to that, worked on the sellside at J.P. Morgan. Mr. BasuMullick holds a BA with honors in economics from Cornell University College of Arts & Sciences.
