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For Institutional / Wholesale / Professional Clients
The content on this website is intended for institutional and professional investors in the United States only and is not suitable for individual investors or non-U.S. entities. Institutional and professional investors include pension funds, investment companies registered under the Investment Company Act of 1940, financial intermediaries, consultants, endowments and foundations, and investment advisors registered under the Investment Advisors Act of 1940.
TERMS AND CONDITIONS OF USE
Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.
Disclaimers
Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be licensed or available in all jurisdictions and there may be restrictions or limitations to whom this information may be made available. Unless otherwise indicated, no regulator or government authority has reviewed the information or the merits of the products and services referenced herein. Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal.
Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.
All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.
All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the implied warranties of merchantability, fitness for a particular purpose and non-infringement.
If you live in a state that does not allow disclaimers of implied warranties, our disclaimer may not apply to you.
Although Thornburg intends the information contained in this website to be accurate and reliable, errors sometimes occur. Thornburg does not warrant that the information to be free of errors, that the functions contained in the site will be uninterrupted, that defects will be corrected or that the site and servers are free from viruses or other harmful components. You agree that you are responsible for the means you use to access this website and understand that your hardware, software, the Internet, your Internet service provider, and other third parties involved in connecting you to our website may not perform as intended or desired. We also disclaim responsibility for damages third parties may cause to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach our security procedures, and that we will not be responsible for any related damages.
Thornburg Investment Management, Inc. is regulated by the U.S. Securities and Exchange under U.S. laws which may differ materially from laws in other jurisdictions.
Online Privacy and Cookie Policy
Please review our Online Privacy and Cookie Policy, which is hereby incorporated by reference as part of these terms and conditions.
Third Party Content
Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.
Suitability
No determination has been made regarding the suitability of any securities, financial instruments or strategies for any investor. The website's content is provided on the basis and subject to the explanations, caveats and warnings set out in this notice and elsewhere herein. The website's content does not purport to provide any legal, tax or accounting advice. Any discussion of risk management is intended to describe Thornburg's efforts to monitor and manage risk but does not imply low risk.
Limited License and Restrictions on Use
Except as otherwise stated in these terms of use or as expressly authorized by Thornburg in writing, you may not:
Severability, Governing Law
Failure by Thornburg to enforce any provision(s) of these terms and conditions shall not be construed as a waiver of any provision or right. This website is controlled and operated by Thornburg from its offices in Santa Fe, New Mexico. The laws of the State of New Mexico govern these terms and conditions. If you take legal action relating to these terms and conditions, you agree to file such action only in state or federal court in New Mexico and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.
Termination
You acknowledge and agree that Thornburg may restrict, suspend or terminate these terms and conditions or your access to, and use, of the all or any part this website, including any links to third-party sites, at any time, with or without cause, including but not limited to any breach of these terms and conditions, in Thornburg's absolute discretion and without prior notice or liability.
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Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors. Founded in 1982, we specialize in income and global equity strategies—each designed to support long-term goals and deliver alpha.
Seeking Investment Excellence
We bring together global perspectives to uncover opportunities and make disciplined, research-driven decisions. Our active portfolios aim to deliver alpha and consistent, risk-adjusted returns aligned with long-term goals.
Committed to Client Success
As an independent firm, we put clients first—acting with integrity and transparency. Beyond portfolio management, we provide tailored insights and practical support to help clients grow and succeed.
Investing in Shared Prosperity
We believe in making a meaningful impact—locally and globally. From sustainable practices to community support, we prioritize long-term decisions that benefit clients, colleagues, and future generations.
On June 1, 1982, Thornburg Investment Management was founded by Garrett Thornburg in Santa Fe, New Mexico. Initial offerings include municipal and taxable fixed income strategies.
By the 1990s, Thornburg launched its first equity strategies, investing in U.S. and international markets while continuing to expand fixed income solutions.
Thornburg introduced global multi-asset income and emerging markets strategies. The firm opened its new corporate campus, receiving a LEED Gold certification, and featuring the integration of architecture and advanced environmental technologies.
Thornburg began expanding to serve clients around the world with UCITS fund solutions and an office in Hong Kong. Responding to growing investor interest, the firm launched its first ESG strategy focused on international equity markets.
While serving clients over four decades, Thornburg continues to bring new, active investment strategies to meet the portfolio needs of institutional investors, financial professionals and individual investors globally.
To be a trusted partner for our clients and a respected leader in global asset management.
As an independent firm, we’re driven by long-term thinking, active management, and a commitment to client success. Our vision is measured by the trust we build, the value we deliver, and the impact we create—for clients, colleagues, and communities.
Our mission is to add value with active portfolio management to help our clients reach their long-term investment objectives. We achieve this through our investment strategies, adhering to our values and investment principles, and offering employees a challenging and rewarding place to build a career.
We act with integrity and put our clients first.
We engage in thoughtful decision making and believe that investment excellence should drive our decisions.
We show respect and humility towards each other and our clients. We believe in creating a supportive work environment that fosters teamwork, collegiality, and effective communication.
We make the extra effort, practice continuous improvement, and stay flexible to adapt to changing circumstances.
We foster an environment that provides flexibility and opportunity for growth, while also requiring accountability.
We will remain a privately owned, independent firm to ensure that we act in the best interest of our clients and employees.
We support philanthropic giving and encourage employee volunteerism.
