Mutual Funds Commentary

Commentary: Value Fund

As we have seen in the past, market dislocations can be a driver of disruption and innovation and a provider of great opportunities to invest. We stand ready to take advantage of whatever the market provides.

3rd Quarter 2020

      Commentary: Developing World Fund

      Our stock selection process is specifically designed to take advantage of periods of uncertainty and that’s exactly what we’ve done over the past six months.

      3rd Quarter 2020

          Commentary: Global Opportunities Fund

          The Thornburg Global Opportunities Fund continues to follow its core investment principles of flexibility, focus and value, as it has done since the fund’s inception in 2006.

          3rd Quarter 2020

              Commentary: Core Growth Fund

              We believe our exposure to idiosyncratic, secular growth themes are well positioned to benefit from our new normal environment of working and entertaining from home or at a distance. Market dislocation can be a driver of disruption and innovation as well as providing great opportunities to invest in or add to excellent businesses at attractive valuations.

              3rd Quarter 2020

                  Commentary: Strategic Income Fund

                  Spreads continue to run tighter, and debt marches higher. We continue to take targeted risks in the corporate credit, taking targeted exposures in organizations with lower cash flow cyclicality characteristics.

                  3rd Quarter 2020

                      Commentary: Income and U.S. Government Bond Funds

                      We’ll remain focused on our guiding tenet: only take risk when you are getting paid to do so. In action, this means staying nimble, focusing on horizon risks, appropriately managing liquidity and most importantly, continuing humility.

                      3rd Quarter 2020

                          Commentary: International Growth Fund

                          We believe our portfolio is well positioned given its exposure to high-quality businesses with durable growth prospects and is well balanced through our three-basket structure, which also supports our ability to nimbly reposition in response to an everchanging world.

                          3rd Quarter 2020

                              Commentary: Long/Short Equity Fund

                              The market forces investors to adapt, and current market conditions have accelerated many changes that were already in motion. We welcome market volatility, which plays to our strengths. While we remain nimble in our portfolio management, we stay steadfast in our process, which has been foundational to our success.

                              3rd Quarter 2020

                                  Loading Video
                                  Loading Articles...
                                  Important Information