Di Zhou and Jim Gassman are co-managers of the Thornburg Better World International Fund (TBWIX). The Fund is primarily invested in a broad range of international securities issued by companies that demonstrate one or more positive environmental, social and governance (“ESG”) characteristics identified as significant by Thornburg.

Since its inception on 9/30/15, through 9/30/18, the fund has earned an annualized rate of return of 10.96%, outperforming its benchmark, the MSCI ACWI Ex-US USD index, by 117 basis points. It has outperformed its Morningstar peer group average by 239 basis points and is in the 6th percentile of that peer group. As of 9/30/18, the fund has been rated five stars by Morningstar.

Jim Gassman is portfolio manager for Thornburg Investment Management. Jim joined the firm in 2011 as a senior equity research analyst, was promoted to associate portfolio manager in 2014, and was named portfolio manager and managing director in 2018.

Jim holds a BS in business administration from the University of the Pacific and an MBA from Tulane University. Prior to joining Thornburg, Jim was employed at Baird Investment Management as a senior equity analyst and AIM Investments as an analyst and portfolio manager.

Di Zhou is portfolio manager for Thornburg Investment Management. Di joined the firm in 2010 as an equity research analyst, was promoted to associate portfolio manager in 2014, and was named portfolio manager and managing director in 2015.

Di holds a BA in business administration from the Marshall School of Business at the University of Southern California and an MBA from the University of the Chicago Booth School of Business. Prior to graduate school, she was employed at Wilshire Associates.

I interviewed Di and Jim last week.