iMGP HIGH INCOME FUND MAHIX

Andrew P. Hofer is a Portfolio Manager for BBH Investment Management and Head of Taxable Portfolio Management. He joined BBH in 1988 and spent his first 10 years as a generalist banker and then a financial institutions specialist. He transferred to BBH Investment Management in 1998 as the Head of Insurance Asset Management and from 2003-2006 was BBH Investment Management’s Chief Operating Officer and Head of Risk Management. Hofer holds an undergraduate degree in East Asian Studies from Yale University and an MIA from Columbia University.

Neil Hohmann is the Head of Structured Products and a portfolio manager for BBH Investment Management. Hohmann has supervised security selection in commercial and agency mortgage-backed securities, asset-backed securities, and financial institution credit since 2008. He is also a member of the Firm’s Market Risk Oversight Committee. Prior to joining BBH in 2006, he was Director of Structured Products at Munich Re and Director of Research in Capital Markets at Swiss Re. Hohmann received a bachelor’s degree in Economics with Distinction from Yale University, where he graduated Magna Cum Laude, and a PhD in Economics from the University of Chicago.

Paul Kunz, CFA, is a credit analyst covering high yield bonds, leveraged loans, and distressed credit restructurings. Prior to joining BBH Investment Management in 2013, he was a director and senior analyst in the high yield strategies group of Deutsche Asset Management. He also worked in similar capacities for Oppenheimer Funds, Halcyon Management, and SunAmerica Asset Management. Kunz started his professional career as an in-house attorney for financial services institutions. Kunz holds an undergraduate degree in Finance from Villanova University, a JD from St. John’s University School of Law, and an LLM in Corporate Law from New York University School of Law. He is a CFA charterholder.

Anne Walsh is a Managing Partner of Guggenheim Partners and the CIO of Guggenheim Partners Investment Management, LLC. Walsh provides the vision guiding the Firm’s investment strategies and leads the investment process to include the macroeconomic outlook, portfolio design, sector allocation, and risk management. She also chairs the Environmental, Social, and Governance (ESG) Oversight Committee and the Alternatives Investment Committee.

Walsh, whose career in financial services spans nearly four decades, joined Guggenheim Investments in 2007. She is highly regarded for her active fixed-income, alternatives, and insurance portfolio management expertise in addition to deep background in credit and liability managed investment. In January 2024 she joined the Investor Advisory Committee on Financial Markets (IACFM), an advisory body to the President of the New York Fed.  Walsh’s professional accomplishments include six consecutive years (2020–2025) as one of Barron’s 100 Most Influential Women in U.S. Finance, CIO of the Year at the 2022 Women in Asset Management Awards, and the Lifetime Achievement Award at Market Media Group’s 2022 Women in Finance Awards. Walsh holds a BSBA and MBA from Auburn University, and a JD from the University of Miami School of Law. She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.

Mr. Brown is CIO, Fixed Income, Senior Managing Director, and a Portfolio Manager for Guggenheim’s Active Fixed Income, Total Return, and Insurance Mandates. He joined Guggenheim in 2010. Mr. Brown works with the CIO, the Sector Teams, Portfolio Management, Macroeconomic Research, and the Portfolio Construction Group to develop and execute investment strategy.  Mr. Brown was previously a member of the structured credit sector team at Guggenheim.  Prior to joining Guggenheim, he held roles focused on structured products at Bank of America and ABN AMRO.  Mr. Brown received a B.S. in Finance from Indiana University’s Kelley School of Business. He has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.

Mr. Bloch is a Managing Director and Portfolio Manager for Guggenheim’s Active Fixed Income and Total Return Mandates. He joined Guggenheim in 2012 and oversees strategy implementation, working with research analysts and traders to generate trade ideas and manage day-to-day risk. Mr. Bloch works with the CIOs, the Sector Teams, the Macroeconomic Research and Market Strategy Group, and the Portfolio Construction Group to develop and execute investment strategy. Prior to joining Guggenheim, he worked in Leveraged Finance at Bank of America Merrill Lynch where he structured high-yield bonds and leveraged loans for leveraged buyouts, restructurings, and corporate refinancings across multiple industries. Mr. Bloch graduated with a B.A. in Philosophy, Politics, and Economics from the University of Pennsylvania.

Mr. Serdensky is a Managing Director and Portfolio Manager for Guggenheim’s Active Fixed Income and Total Return mandates. He joined the firm in 2018. Previously, Mr. Serdensky was a Trader on the Investment Grade Corporate team at Guggenheim Investments, where he was responsible for identifying and executing investment opportunities across corporate securities. Prior to joining Guggenheim, Mr. Serdensky was a Vice President and Portfolio Manager at BlackRock, responsible for actively managing High Yield and Multi-Sector Credit portfolios. Mr. Serdensky started his career at PIMCO supporting Total Return and Alternative strategies. Mr. Serdensky completed his B.S. in Finance from the University of Maryland and earned his M.S. in Finance from the Washington University in St. Louis.

Derek Devens, CFA, is the portfolio manager responsible for the option income strategy (the “Option Income Strategy”), which is the segment of the High Income Alternatives Fund’s assets managed by Neuberger Berman Investment Advisers LLC (“Neuberger Berman”). Devens joined the Neuberger Berman in 2016 and is a Managing Director and Senior Portfolio Manager of the Option Group. Prior to Neuberger Berman, he was responsible for both Research and Portfolio Management at Horizon Kinetics. Devens was a member of the Investment Committee and responsible for co-managing the Kinetics Alternative Income Fund and various separate account strategies. Prior to Horizon Kinetics, he was a Vice President with Goldman Sachs’ Global Manager Strategies Group where he was responsible for conducting investment manager research.

Rory Ewing, Senior Vice President, joined the firm in 2016. Rory is a Portfolio Manager for the Option Group at the firm. In his current capacity, Rory’s primary responsibility is to assist in the implementation of the firm’s investment strategy in client accounts and to ensure proper adherence to account guidelines and client-specific restrictions. Before joining Neuberger Berman, Rory was a Research Analyst at Horizon Kinetics. Before that, Rory led the trading team at Tempus Quo, an investment firm focused on international, commodity-related sectors. He also spent two years as a trader at Pequot Capital and two years as a capital markets consultant at Thomson Financial. Rory received a BA from Colgate University and an MBA from New York University.