Beyond the Benchmark: Finding Global Opportunities
A Q&A Video with Miguel Oleaga In this video, Portfolio Manager Miguel Oleaga outlines how the Thornburg Global Opportunities Fund is designed to deliver differentiated alpha and diversification within global equity portfolios. A high-conviction, benchmark-agnostic approach focuses on quality businesses at attractive valuations to build a resilient, concentrated portfolio. Concentrated (30–40 holdings), high-conviction portfolio built on bottom-up research Focus on quality businesses with durable advantages,...