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Welcome to Thornburg

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Thornburg Strategic Income Fund

Morningstar Rating  • Info

Overall Morningstar Rating among 321 Multisector Bond funds, based on risk-adjusted returns for class I shares, using a weighted average of the funds three-, five-, and ten-year ratings: respectively, 4 stars, 4 stars and 4 stars among 321, 267 and 170 funds, as of 29 Feb 2024.

As of 29 Feb 2024
Fund Assets
$8.1 B
As of 29 Feb 2024
NAV
$11.29
As of 18 Mar 2024
Change
$0.00
As of 18 Mar 2024
YTD NAV Performance
0.23%
As of 18 Mar 2024
Asset Category:
Global Fixed Income
Fund Benchmark:
BBG US Universal TR Value

Portfolio Managers

Portfolio Manager and Managing Director
Portfolio Manager and Managing Director
Co-Head of Investments and Managing Director
Portfolio Manager and Managing Director

Seeking to Deliver on the Promise of Income + Growth

The fund has delivered strong outperformance while taking below-average risk across standard time periods compared to peers in the Morningstar Multisector Bond category.

Strategic Income also has a history of providing:

  • Outperformance during rising rates
  • Downside protection
  • Enhanced total return potential

To learn more, explore the rest of the page and download our client approved brochure.

Download

SI-Morningstar-Percentile-Rankings-4Q23
Overview

Overview

Why Invest in This Strategy?

 

  • Highly active and flexible approach, designed to provide attractive risk-adjusted returns by investing in fixed income securities across sector, credit quality and geography.
  • Proven bottom-up fundamental approach to identify what we perceive to be the most attractive opportunities on a relative value basis.
  • Opportunistic, multi-sector bond strategy that seeks to provide a total return above that of core fixed income strategies with only incrementally higher risk.

Investment Objective

The fund’s goal is to provide investors with a high level of current income. The fund also seeks to provide some long-term capital appreciation.

Investment Approach

The fund is built around a highly active and flexible approach, able to invest in any income-producing security around the globe across sectors and issuers in order to identify the best relative value opportunities. Our collaborative process combines top-down macroeconomic considerations with deep, fundamental credit research for a comprehensive assessment of risk and reward across the fixed income universe.

Performance

Performance

Returns

(As of 31 Dec 2023)
YTD
1y
3y
5y
10y
Inception
Total Return (%)
7.61
7.61
1.26
3.93
3.60
5.39
BBG US Universal TR Value (%)
6.17
6.17
-2.97
1.44
2.08
3.14
Strategic Income Blend (%)
9.04
9.04
-1.15
3.56
3.29
3.82
Morningstar Category Avg. (%)
8.13
8.13
0.1
2.93
2.83
Morningstar Quartile
3
1
1
1
YTD
1y
3y
5y
10y
Inception
Total Return (%)
0.00
6.25
1.08
3.46
3.37
5.34
BBG US Universal TR Value (%)
-1.44
4.06
-2.81
0.85
1.73
3.02
Strategic Income Blend (%)
-0.26
7.43
-0.77
2.90
3.08
3.76
Morningstar Category Avg. (%)
0.21
6.66
0.07
2.34
2.64
Morningstar Quartile
3
1
1
1
YTD
1y
3y
5y
10y
Inception
Total Return (%)
7.61
7.61
3.82
21.28
42.42
132.16
BBG US Universal TR Value (%)
6.17
6.17
-8.64
7.41
22.85
64.27
Strategic Income Blend (%)
9.04
9.04
-3.42
19.11
38.29
82.29
YTD
1y
3y
5y
10y
Inception
Total Return (%)
0.00
6.25
3.28
18.52
39.35
132.15
BBG US Universal TR Value (%)
-1.44
4.06
-8.20
4.32
18.66
61.92
Strategic Income Blend (%)
-0.26
7.43
-2.29
15.37
35.39
81.81
2018
2019
2020
2021
2022
2023
Total Return (%)
0.68
7.91
8.25
2.78
-6.13
7.61
Strategic Income Blend (%)
-1.63
12.45
9.68
2.85
-13.87
9.04
BBG US Universal TR Value (%)
-0.25
9.29
7.58
-1.10
-12.99
6.17
Fund Fees

Fund Fees

(As of 1 Feb 2024)
Gross Expense Ratio (%)
0.77
Net Expense Ratio (%)
0.60
Hypothetical Growth of $10,000

Hypothetical Growth of $10,000

(As of 29 Feb 2024)
(Hypothetical Growth of $10,000 vs BBG US Universal TR Value)
Distributions

Distributions

(As of 29 Feb 2024)
Ex-Date
Payable Date
Total ($)
Income ($)
ST Cap Gains ($)
LT Cap Gains ($)
31 Jan 2007
31 Jan 2007
0
28 Feb 2007
28 Feb 2007
0
31 Mar 2007
31 Mar 2007
0
30 Apr 2007
30 Apr 2007
0
31 May 2007
31 May 2007
0
30 Jun 2007
30 Jun 2007
0
31 Jul 2007
31 Jul 2007
0
31 Aug 2007
31 Aug 2007
0
30 Sep 2007
30 Sep 2007
0
31 Oct 2007
31 Oct 2007
0
30 Nov 2007
30 Nov 2007
0
31 Dec 2007
31 Dec 2007
0.01531
0.01531
31 Jan 2008
31 Jan 2008
0
29 Feb 2008
29 Feb 2008
0
31 Mar 2008
31 Mar 2008
0.16271
0.16271
30 Apr 2008
30 Apr 2008
0
31 May 2008
31 May 2008
0
30 Jun 2008
30 Jun 2008
0.19056
0.19056
31 Jul 2008
31 Jul 2008
0
31 Aug 2008
31 Aug 2008
0
30 Sep 2008
30 Sep 2008
0.19333
0.19333
31 Oct 2008
31 Oct 2008
0
30 Nov 2008
30 Nov 2008
0
31 Dec 2008
31 Dec 2008
0.21249
0.21249
31 Jan 2009
31 Jan 2009
0
28 Feb 2009
28 Feb 2009
0
31 Mar 2009
31 Mar 2009
0.17574
0.17574
30 Apr 2009
30 Apr 2009
0
31 May 2009
31 May 2009
0
30 Jun 2009
30 Jun 2009
0.19233
0.19233
31 Jul 2009
31 Jul 2009
0
31 Aug 2009
31 Aug 2009
0
30 Sep 2009
30 Sep 2009
0.21447
0.21447
31 Oct 2009
31 Oct 2009
0
19 Nov 2009
30 Nov 2009
0.05056
0.04624
0.00432
31 Dec 2009
31 Dec 2009
0.23080
0.23080
31 Jan 2010
31 Jan 2010
0
28 Feb 2010
28 Feb 2010
0
31 Mar 2010
31 Mar 2010
0.00221
0.00221
30 Apr 2010
30 Apr 2010
0
31 May 2010
31 May 2010
0
30 Jun 2010
30 Jun 2010
0.00282
0.00282
31 Jul 2010
31 Jul 2010
0
31 Aug 2010
31 Aug 2010
0
30 Sep 2010
30 Sep 2010
0.00240
0.00240
31 Oct 2010
31 Oct 2010
0
19 Nov 2010
30 Nov 2010
0.28440
0.17443
0.10997
31 Dec 2010
31 Dec 2010
0.22874
0.22874
31 Jan 2011
31 Jan 2011
0
28 Feb 2011
28 Feb 2011
0
31 Mar 2011
31 Mar 2011
0.19748
0.19748
30 Apr 2011
30 Apr 2011
0
31 May 2011
31 May 2011
0
30 Jun 2011
30 Jun 2011
0.20847
0.20847
31 Jul 2011
31 Jul 2011
0
31 Aug 2011
31 Aug 2011
0
30 Sep 2011
30 Sep 2011
0.22059
0.22059
31 Oct 2011
31 Oct 2011
0
18 Nov 2011
30 Nov 2011
0.27627
0.06902
0.20725
30 Dec 2011
31 Dec 2011
0.22402
0.22402
31 Jan 2012
31 Jan 2012
0.06314
0.06314
29 Feb 2012
29 Feb 2012
0.05800
0.05800
30 Mar 2012
31 Mar 2012
0.06044
0.06044
30 Apr 2012
30 Apr 2012
0.06017
0.06017
31 May 2012
31 May 2012
0.06299
0.06299
29 Jun 2012
30 Jun 2012
0.06537
0.06537
31 Jul 2012
31 Jul 2012
0.06503
0.06503
31 Aug 2012
31 Aug 2012
0.06254
0.06254
28 Sep 2012
30 Sep 2012
0.05749
0.05749
31 Oct 2012
31 Oct 2012
0.05349
0.05349
30 Nov 2012
30 Nov 2012
0.19502
0.05830
0.06761
0.06911
31 Dec 2012
31 Dec 2012
0.06326
0.06326
31 Jan 2013
31 Jan 2013
0.05827
0.05827
28 Feb 2013
28 Feb 2013
0.05308
0.05308
28 Mar 2013
31 Mar 2013
0.05339
0.05339
30 Apr 2013
30 Apr 2013
0.05305
0.05305
31 May 2013
31 May 2013
0.05847
0.05847
28 Jun 2013
30 Jun 2013
0.05559
0.05559
31 Jul 2013
31 Jul 2013
0.06007
0.06007
30 Aug 2013
31 Aug 2013
0.05755
0.05755
30 Sep 2013
30 Sep 2013
0.05747
0.05747
31 Oct 2013
31 Oct 2013
0.06071
0.06071
29 Nov 2013
30 Nov 2013
0.32791
0.05819
0.11575
0.15397
31 Dec 2013
31 Dec 2013
0.05333
0.05333
31 Jan 2014
31 Jan 2014
0.04588
0.04588
28 Feb 2014
28 Feb 2014
0.04606
0.04606
31 Mar 2014
31 Mar 2014
0.04851
0.04851
30 Apr 2014
30 Apr 2014
0.04558
0.04558
30 May 2014
31 May 2014
0.04299
0.04299
30 Jun 2014
30 Jun 2014
0.05089
0.05089
31 Jul 2014
31 Jul 2014
0.04589
0.04589
29 Aug 2014
31 Aug 2014
0.04121
0.04121
30 Sep 2014
30 Sep 2014
0.03972
0.03972
31 Oct 2014
31 Oct 2014
0.03847
0.03847
28 Nov 2014
30 Nov 2014
0.18861
0.03849
0.05556
0.09456
31 Dec 2014
31 Dec 2014
0.04090
0.04090
30 Jan 2015
31 Jan 2015
0.04098
0.04098
27 Feb 2015
28 Feb 2015
0.04294
0.04294
31 Mar 2015
31 Mar 2015
0.04332
0.04332
30 Apr 2015
30 Apr 2015
0.04316
0.04316
29 May 2015
31 May 2015
0.04317
0.04317
30 Jun 2015
30 Jun 2015
0.04057
0.04057
31 Jul 2015
31 Jul 2015
0.04317
0.04317
31 Aug 2015
31 Aug 2015
0.04293
0.04293
30 Sep 2015
30 Sep 2015
0.04359
0.04359
30 Oct 2015
31 Oct 2015
0.02819
0.02819
30 Nov 2015
30 Nov 2015
0.05551
0.02809
0.02742
0.00000
31 Dec 2015
31 Dec 2015
0.02810
0.02810
29 Jan 2016
31 Jan 2016
0.04417
0.04417
29 Feb 2016
29 Feb 2016
0.04390
0.04390
31 Mar 2016
31 Mar 2016
0.04419
0.04419
29 Apr 2016
30 Apr 2016
0.04170
0.04170
31 May 2016
31 May 2016
0.03070
0.03070
30 Jun 2016
30 Jun 2016
0.03044
0.03044
29 Jul 2016
31 Jul 2016
0.02817
0.02817
31 Aug 2016
31 Aug 2016
0.02822
0.02822
30 Sep 2016
30 Sep 2016
0.02538
0.02538
31 Oct 2016
31 Oct 2016
0.02775
0.02775
30 Nov 2016
30 Nov 2016
0.02432
0.02432
30 Dec 2016
31 Dec 2016
0.02445
0.02445
31 Jan 2017
31 Jan 2017
0.02445
0.02445
28 Feb 2017
28 Feb 2017
0.04344
0.04344
31 Mar 2017
31 Mar 2017
0.03926
0.03926
28 Apr 2017
30 Apr 2017
0.03663
0.03663
31 May 2017
31 May 2017
0.03680
0.03680
30 Jun 2017
30 Jun 2017
0.03666
0.03666
31 Jul 2017
31 Jul 2017
0.03682
0.03682
31 Aug 2017
31 Aug 2017
0.03680
0.03680
29 Sep 2017
30 Sep 2017
0.03676
0.03676
31 Oct 2017
31 Oct 2017
0.03423
0.03423
30 Nov 2017
30 Nov 2017
0.03162
0.03162
29 Dec 2017
31 Dec 2017
0.02923
0.02923
31 Jan 2018
31 Jan 2018
0.02926
0.02926
28 Feb 2018
28 Feb 2018
0.02881
0.02881
29 Mar 2018
31 Mar 2018
0.02963
0.02963
30 Apr 2018
30 Apr 2018
0.02938
0.02938
31 May 2018
31 May 2018
0.03272
0.03272
29 Jun 2018
30 Jun 2018
0.03254
0.03254
31 Jul 2018
31 Jul 2018
0.03364
0.03364
31 Aug 2018
31 Aug 2018
0.03349
0.03349
28 Sep 2018
30 Sep 2018
0.03378
0.03378
31 Oct 2018
31 Oct 2018
0.03364
0.03364
30 Nov 2018
30 Nov 2018
0.03350
0.03350
31 Dec 2018
31 Dec 2018
0.03864
0.03864
31 Jan 2019
31 Jan 2019
0.03841
0.03841
28 Feb 2019
28 Feb 2019
0.03868
0.03868
29 Mar 2019
31 Mar 2019
0.03966
0.03966
30 Apr 2019
30 Apr 2019
0.03895
0.03895
31 May 2019
31 May 2019
0.03961
0.03961
28 Jun 2019
30 Jun 2019
0.03978
0.03978
31 Jul 2019
31 Jul 2019
0.03915
0.03915
31 Aug 2019
31 Aug 2019
0.03641
0.03641
30 Sep 2019
30 Sep 2019
0.03629
0.03629
31 Oct 2019
31 Oct 2019
0.03674
0.03674
30 Nov 2019
30 Nov 2019
0.03564
0.03564
31 Dec 2019
31 Dec 2019
0.03568
0.03568
31 Jan 2020
31 Jan 2020
0.03500
0.03500
29 Feb 2020
29 Feb 2020
0.03348
0.03348
31 Mar 2020
31 Mar 2020
0.03308
0.03308
30 Apr 2020
30 Apr 2020
0.03374
0.03374
31 May 2020
31 May 2020
0.03373
0.03373
30 Jun 2020
30 Jun 2020
0.03549
0.03549
31 Jul 2020
31 Jul 2020
0.03546
0.03546
31 Aug 2020
31 Aug 2020
0.03749
0.03749
30 Sep 2020
30 Sep 2020
0.04508
0.04508
30 Oct 2020
31 Oct 2020
0.04300
0.04300
30 Nov 2020
30 Nov 2020
0.04505
0.04505
31 Dec 2020
31 Dec 2020
0.04844
0.04844
29 Jan 2021
31 Jan 2021
0.04882
0.04882
26 Feb 2021
28 Feb 2021
0.04660
0.04660
31 Mar 2021
31 Mar 2021
0.04609
0.04609
30 Apr 2021
30 Apr 2021
0.04445
0.04445
28 May 2021
31 May 2021
0.04052
0.04052
30 Jun 2021
30 Jun 2021
0.03701
0.03701
30 Jul 2021
31 Jul 2021
0.03684
0.03684
31 Aug 2021
31 Aug 2021
0.03679
0.03679
30 Sep 2021
30 Sep 2021
0.03669
0.03669
29 Oct 2021
31 Oct 2021
0.03648
0.03648
30 Nov 2021
30 Nov 2021
0.06471
0.03510
0.02906
0.00055
31 Dec 2021
31 Dec 2021
0.03426
0.03426
31 Jan 2022
31 Jan 2022
0.03430
0.03430
28 Feb 2022
28 Feb 2022
0.03323
0.03323
31 Mar 2022
31 Mar 2022
0.03282
0.03282
29 Apr 2022
30 Apr 2022
0.03354
0.03354
31 May 2022
31 May 2022
0.03397
0.03397
30 Jun 2022
30 Jun 2022
0.03382
0.03382
29 Jul 2022
31 Jul 2022
0.03439
0.03439
31 Aug 2022
31 Aug 2022
0.03510
0.03510
30 Sep 2022
30 Sep 2022
0.03598
0.03598
31 Oct 2022
31 Oct 2022
0.03749
0.03749
30 Nov 2022
30 Nov 2022
0.03743
0.03743
30 Dec 2022
31 Dec 2022
0.04121
0.04121
31 Jan 2023
31 Jan 2023
0.04123
0.04123
28 Feb 2023
28 Feb 2023
0.04104
0.04104
31 Mar 2023
31 Mar 2023
0.04096
0.04096
28 Apr 2023
30 Apr 2023
0.04085
0.04085
31 May 2023
31 May 2023
0.04174
0.04174
30 Jun 2023
30 Jun 2023
0.04230
0.04230
31 Jul 2023
31 Jul 2023
0.04213
0.04213
31 Aug 2023
31 Aug 2023
0.04339
0.04339
29 Sep 2023
30 Sep 2023
0.04396
0.04396
31 Oct 2023
31 Oct 2023
0.04482
0.04482
30 Nov 2023
30 Nov 2023
0.04451
0.04451
29 Dec 2023
31 Dec 2023
0.04548
0.04548
31 Jan 2024
31 Jan 2024
0.04549
0.04549
29 Feb 2024
29 Feb 2024
0.04448
0.04448
Fund Facts

Fund Facts

(As of 29 Feb 2024)
Net Fund Assets
$8.1 B
Benchmark
BBG US Universal TR Value
Morningstar Category
Multisector Bond
Fund Symbol
TSIIX
Share Class
I
Share Class Inception Date
19 Dec 2007
Number of Holdings
1102
Portfolio Turnover
22%
Distribution Frequency
Monthly
30-Day SEC Yield (Subsidized)
4.37%
30-Day SEC Yield (Unsubsidized)
4.25%
Annualized Distribution Yield
4.88%
Characteristics

Characteristics

Portfolio

(As of 29 Feb 2024)
Portfolio
Benchmark
Effective Duration
3.9 Yrs
5.9 Yrs
Average Effective Maturity
5.3 Yrs
8.1 Yrs
Portfolio
Benchmark
Weighted Average Coupon
4.0%
3.5%
Yield to Worst
6.0%
5.2%
Risk & Return Profile

Risk & Return Profile

(As of 29 Feb 2024)
3y
5y
10y
Beta
0.56
0.62
0.60
R-Squared (%)
91.68
59.71
50.18
Standard Deviation (%)
4.10
4.92
4.00
Sharpe Ratio
-0.39
0.29
0.50
Information Ratio
1.17
0.67
0.49
Up Capture (%)
65.25
79.88
80.53
Down Capture (%)
38.49
44.32
42.01
Portfolio

Portfolio

Top Holdings

(As of 31 Jan 2024)
Name
Ticker/Symbol
Sector
Weight %
United States Treasury Note/Bond
91282CJJ1
Government
3.3
Fannie Mae Pool
3140XMY42
Mortgage Securities
1.6
Fannie Mae Pool
3140XMZX7
Mortgage Securities
1.4
United States Treasury Inflation Indexed Bonds
912810PV4
Government
1.3
Freddie Mac Pool
3132E0T93
Mortgage Securities
1.3
Freddie Mac Pool
3132E0T85
Mortgage Securities
1.2
United States Treasury Note/Bond
91282CEP2
Government
1.1
United States Treasury Note/Bond
91282CFF3
Government
1.0
United States Treasury Inflation Indexed Bonds
91282CGW5
Government
1.0
United States Treasury Inflation Indexed Bonds
91282CEJ6
Government
0.9
Exposure Breakdown

Exposure Breakdown

(As of 29 Feb 2024)
Sector Allocation
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
10%
20%
30%
40%
50%
Corporate
42.1
30.7
Treasury-Domestic
16.7
35.7
Asset Backed Securities
12.5
0.4
Collateralized Mortgage Obligation
8.6
Mortgage Passthrough
8.1
22.4
Cash & Cash Equivalents
7.8
Commercial Mortgage Backed Security
1.9
1.4
Bank Loan
1.0
Treasury-Foreign
0.9
4.6
Preferred Stock
0.3
Municipals
0.1
0.9
Currency Forward
0.0
Sector Allocation
Fund (%)
Corporate
42.1
Treasury-Domestic
16.7
Asset Backed Securities
12.5
Collateralized Mortgage Obligation
8.6
Mortgage Passthrough
8.1
Cash & Cash Equivalents
7.8
Commercial Mortgage Backed Security
1.9
Bank Loan
1.0
Treasury-Foreign
0.9
Preferred Stock
0.3
Municipals
0.1
Currency Forward
0.0
Top 10 Countries
Fund (%)
Benchmark (%)
Region

Portfolio

Benchmark

0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
United States
87.6
85.3
North America
Canada
2.0
1.5
North America
Japan
0.9
0.8
Japan
Mexico
0.8
0.5
Latin America
United Kingdom
0.8
1.3
UK
Australia
0.7
0.5
Asia Pacific ex Japan
China
0.6
0.4
Asia Pacific ex Japan
Brazil
0.5
0.2
Latin America
United Arab Emirates
0.4
0.3
Other
Nigeria
0.4
0.1
Other
Top 10 Countries
Fund (%)
United States
87.6
Canada
2.0
Japan
0.9
Mexico
0.8
United Kingdom
0.8
Australia
0.7
China
0.6
Brazil
0.5
United Arab Emirates
0.4
Nigeria
0.4
Credit Quality
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
10%
20%
30%
40%
50%
60%
U.S. Government
25.5
59.1
AAA
10.0
3.1
AA
2.1
5.2
A
12.3
13.2
BBB
22.4
13.4
BB
12.2
3.1
B
4.6
2.1
CCC
0.1
0.7
D
0.0
0.0
Not Rated
3.1
0.1
Cash & Cash Equivalents
7.6
Credit Quality
Fund (%)
U.S. Government
25.5
AAA
10.0
AA
2.1
A
12.3
BBB
22.4
BB
12.2
B
4.6
CCC
0.1
D
0.0
Not Rated
3.1
Cash & Cash Equivalents
7.6
Maturity
Fund (%)
Benchmark (%)

Fund

Benchmark

0%
5%
10%
15%
20%
25%
30%
Year 1
11.5
1.4
Year 2
8.4
12.6
Year 3
7.2
10.5
Year 4
10.7
9.3
Year 5
12.4
10.5
Year 6
5.4
6.7
Year 7
5.7
7.1
Year 8
3.5
7.0
Year 9
6.5
7.8
Year 10+
21.3
27.1
Cash
7.6
Maturity
Fund (%)
Year 1
11.5
Year 2
8.4
Year 3
7.2
Year 4
10.7
Year 5
12.4
Year 6
5.4
Year 7
5.7
Year 8
3.5
Year 9
6.5
Year 10+
21.3
Cash
7.6
Portfolio Managers

Portfolio Managers

Lon Erickson, CFA

Lon Erickson, CFA

Portfolio Manager and Managing Director
Lon Erickson is portfolio manager for Thornburg Investment Management. He joined Thornburg in 2008 and was made portfolio manager in 2010. Lon earned a BA in business administration with a minor in economics from Illinois Wesleyan University and an MBA from the University of Chicago Booth School of Business. He is a CFA charterholder. Prior to joining Thornburg Investment Management,…
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Christian Hoffmann, CFA

Christian Hoffmann, CFA

Portfolio Manager and Managing Director
Christian Hoffmann is portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as a fixed income securities analyst and was promoted to associate portfolio manager in 2014, then portfolio manager in 2018. Christian graduated cum laude from New York University with a BA in economics. He is also a CFA charterholder. Prior to joining Thornburg, he served…
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Jeff Klingelhofer, CFA

Jeff Klingelhofer, CFA

Co-Head of Investments and Managing Director
Jeff Klingelhofer is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level. Jeff is also a portfolio manager on multiple strategies. He joined the firm in 2010, then was promoted to associate portfolio manager in 2012. In 2015, Jeff was made portfolio manager and managing director. Jeff earned a BA…
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Ali Hassan, CFA, FRM

Ali Hassan, CFA, FRM

Portfolio Manager and Managing Director
Ali Hassan is portfolio manager for Thornburg Investment Management. He joined the firm in 2013 as a fixed income analyst, became senior fixed income analyst in 2017 and was promoted to portfolio manager in 2021. Ali graduated from Stanford University with a BA in economics and a BS in mathematical & computational science. Prior to his joining Thornburg, Ali worked…
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