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Welcome to Thornburg

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Please review our Terms & Conditions

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:

  • Modify, copy, distribute, transmit, post, display, perform, reproduce, publish, broadcast, license, create derivative works from, transfer, sell, or exploit any reports, data, information, content, software, RSS and podcast feeds, products, services, or other materials (collectively, "Materials") on, generated by or obtained from this website, whether through links or otherwise;
  • Redeliver any page, text, image or Materials on this website using "framing" or other technology;
  • Engage in any conduct that could damage, disable, or overburden (i) this website, (ii) any Materials or services provided through this website, or (iii) any systems, networks, servers, or accounts related to this website, including without limitation, using devices or software that provide repeated automated access to this website, other than those made generally available by Thornburg;
  • Probe, scan, or test the vulnerability of any Materials, services, systems, networks, servers, or accounts related to this website or attempt to gain unauthorized access to Materials, services, systems, networks, servers, or accounts connected or associated with this website through hacking, password or data mining, or any other means of circumventing any access-limiting, user authentication or security device of any Materials, services, systems, networks, servers, or accounts related to this website; or
  • Modify, copy, obscure, remove or display the Thornburg name, logo, trademarks, notices or images without Thornburg's express written permission. To obtain such permission, you may e-mail us at info@thornburg.com.

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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Our-team3

Always on and ready.

As an independent asset manager and a team of free-thinkers we’re able to take in a wide range of opportunities, explore stock ideas thoroughly and work together to pursue consistent risk-adjusted outperformance.

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Management Team

Our leadership team acts decisively, while sharing knowledge and communicating with transparency and substance.
Jason Brady, CFA

President and CEO

Brian McMahon

Vice Chairman and Chief Investment Strategist

Ben Kirby, CFA

Co-Head of Investments and Managing Director

Jeff Klingelhofer, CFA

Co-Head of Investments and Managing Director

Jeanene Bettner

Chief of Staff and Managing Director

Nimish Bhatt

Chief Financial Officer and Managing Director

Amy Callow

General Counsel and Managing Director

Erin Carney, CFA

Head of Strategic Development and Managing Director

Randy Dry

Chief Operating Officer and Managing Director

John Hackett, CFA

Chief Marketing Officer and Managing Director

Dana Jones, PHR, SHRM-CP

Human Resources Director and Managing Director

Carter Sims

Head of Global Distribution and Managing Director

Board of Directors

Garrett Thornburg

Chairman

Brian McMahon

Vice Chairman and Chief Investment Strategist

Jason Brady, CFA

President and CEO

Hon. Joshua Gotbaum

Member, Board of Directors

Blair Naylor

Member, Board of Directors

Equity Investment Team

Brian McMahon

Vice Chairman and Chief Investment Strategist

Ben Kirby, CFA

Co-Head of Investments and Managing Director

Nicholas Anderson, CFA

Portfolio Manager and Managing Director

David Bennett

Director of Real Estate

Matt Burdett

Portfolio Manager and Managing Director

Steven Klopukh, CFA

Portfolio Manager and Managing Director

Emily Leveille, CFA

Portfolio Manager and Managing Director

Tim McCarthy, CFA

Portfolio Manager and Managing Director

Josh Rubin

Portfolio Manager and Managing Director

Miguel Oleaga

Portfolio Manager and Managing Director

Sean Koung Sun, CFA

Portfolio Manager and Managing Director

Lei Wang, CFA

Portfolio Manager and Managing Director

Charles Wilson, PhD

Portfolio Manager and Managing Director

Brian Burrell, CFA

Associate Portfolio Manager

Jason Lind, CFA

Associate Portfolio Manager

Joe Salmond

Associate Portfolio Manager

Paul Ariano, CFA

Senior Equity Research Analyst

Neal BasuMullick, CFA

Senior Equity Research Analyst

Glen Hilton

Senior Equity Research Analyst

Ben Song, CFA, FRM, CIIA

Senior Equity Research Analyst

Mustafa Arikan

Equity Research Analyst

Baadal Chaudhary, CFA

Equity Research Analyst

Samer Jada, CFA

Equity Research Analyst

Drew Johnson

Equity Research Analyst

Nicole Lim

Equity Research Analyst

Joseph Santos

Equity Research Analyst

Julian Serafini, CFA

Senior Equity Research Analyst

ESG Investing

Jake Walko

Director of ESG Investing & Global Investment Stewardship

Jackie Nutter

ESG Analyst

Fixed Income Team

Jason Brady, CFA

President and CEO

Jeff Klingelhofer, CFA

Co-Head of Investments and Managing Director

David Ashley, CFA

Portfolio Manager and Managing Director

John Bonnell, CFA

Portfolio Manager and Managing Director

Lon Erickson, CFA

Portfolio Manager and Managing Director

Ali Hassan, CFA, FRM

Portfolio Manager and Managing Director

Christian Hoffmann, CFA

Portfolio Manager and Managing Director

Eve Lando, JD

Portfolio Manager and Managing Director

David Musolf, CFA

Portfolio Manager, Manager, Liquidity Operations and Managing Director

Ayman Ahmed

Associate Portfolio Manager

Craig Mauermann, ChFC

Senior Fixed Income Analyst

Brian Crider

Fixed Income Analyst

Samuel Snelling

Fixed Income Analyst

Todd Wax, CFA

Fixed Income Analyst

Portfolio Analytics Team

Igor R. Kuznetsov, FRM, PhD

Manager, Portfolio Analytics

Dan Martinez, CFA

Senior Analyst, Portfolio Analytics

Andrew Hockey, CFA

Analyst, Portfolio Analytics

Leadership

Carter Sims

Head of Global Distribution and Managing Director

Jesse Brownell

Head of US Intermediary

Andrew Rice, CIMA

Advisor Solutions Director

Matthew Seiter, CIMA

Advisor Solutions Director

Lucinda Candal

Director of Internal Sales

Vincent J. Leon, AAMS

Director – Offshore Advisory Channel

Anne Lundberg, CAIA

Head of Institutional Distribution

Chris Elsmark

Europe, Middle East, & Africa, Managing Director – Thornburg Investment Management Ltd.

William Loehning

Head of Private Wealth

Joseph Feloney, CAIA, CIMA

Head of Strategic Relationships

Intermediary

Jesse Brownell

Head of US Intermediary

Andrew Rice, CIMA

Advisor Solutions Director

Matthew Seiter, CIMA

Advisor Solutions Director

William R. Chisholm, CIMA

Senior Investment Consultant | New Jersey and Eastern Pennsylvania Region

Joseph T. Daly

Senior Investment Consultant | New England Region

Greg Feldman

Private Wealth Consultant

Ian Hass

Senior Investment Consultant | Texas and Oklahoma Region

Jon Jurus, CRPC

Senior Investment Consultant | Great Lakes Region

Laura Kling, CPWA

Senior Investment Consultant | New York Metro Region

Troy Mosconi, CIMA

Senior Investment Consultant | Ohio Valley Region

Jesse Neerdaels, CFP, CFS, CIMA

Senior Investment Consultant | Southern California Region

Kevin Parent, CPWA

Senior Investment Consultant | Northern California Region

Brian Ridgeway, CPWA

Senior Investment Consultant | Mountain States Region

Hal Whalen

Senior Investment Consultant | Mid-Atlantic Region

Bill Eberle, CAIA

Investment Consultant | New Jersey, Eastern Pennsylvania, New York and Connecticut Region

Cole Kopacek

Investment Consultant | San Diego Desert Region

Keegan Parker

Investment Consultant | Kansas/Missouri Region

Zachary Schweiss

Investment Consultant | Pacific Northwest

Steve Tix

Investment Consultant | Upper Midwest Region

Intermediary Advisor Solutions

Lucinda Candal

Director of Internal Sales

Tanya Schlingman

Advisor Solutions Consultant & Team Lead | Upper Midwest Region

April Adams, CFS

Advisor Solutions Consultant | Southeast Region | Florida Region

Tony Davis, CIMA

Advisor Solutions Consultant | New Jersey and Eastern Pennsylvania Region | Long Island Region

Tyler Jenkins, CIMA

Advisor Solutions Consultant | Texas and Oklahoma Region | Carolinas and Tennessee Region

Isabel Ozechowski

Advisor Solutions Consultant | Kansas and Missouri Region | Ohio Valley Region

Alex Salidas

Advisor Solutions Consultant | Northern California Region | Pacific Northwest Region | Mountain States Region

Bryan Treadway

Advisor Solutions Consultant | Southern California Region | San Diego Desert Region | Midwest Region

Joaquin Garcia

Client Service Specialist

Julio Rivera

Client Service Specialist

Sierra Cruz

Sales Conference Coordinator

Offshore

Vincent J. Leon, AAMS

Director – Offshore Advisory Channel

Institutional

Anne Lundberg, CAIA

Head of Institutional Distribution

Frances D'Alessio

Managing Director | Regional Director | Northeast United States

Jennifer Pittman

Regional Director | Eastern United States

Ben Smiley

Senior Regional Associate | Western United States and Canada

International

Chris Elsmark

Europe, Middle East, & Africa, Managing Director – Thornburg Investment Management Ltd.

Yong Zhang

Co-Head of Asia (ex-Japan) and Managing Director - Thornburg Investment Management (Asia) Limited & Thornburg Investment Management (Shanghai) Limited

Andrew Gu

Co-Head of Asia (ex-Japan) and Managing Director - Thornburg Investment Management (Asia) Limited & Thornburg Investment Management (Shanghai) Limited

Strategic Relationships—Private Wealth Division

William Loehning

Head of Private Wealth

Greg Feldman

Private Wealth Consultant

Scott Kent

Private Wealth Consultant

Scott Martin

Private Wealth Consultant

Strategic Relationships

Joseph Feloney, CAIA, CIMA

Head of Strategic Relationships

Johnathan Burnham, CFA

Director of Platform Development and Managing Director

Copeland Filoon, CFA, CAIA

Director of Platform Development

James Humpherson

Director of Platform Development

Julie Ann Geraci

Strategic Relationships Manager

Danielle Morrison

Director of National Accounts

Leah Swanson

Director of Strategic Relationships and Managing Director