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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.
Mark Zinkula

Mark Zinkula, CFA

Chief Executive Officer and Managing Director

Brian McMahon, Thornburg Investment Management Vice Chairman and Chief Investment Strategist

Brian McMahon

Vice Chairman, Chief Investment Strategist and Managing Director

Ben Kirby, Thornburg investment Management Co-Head of Investments

Ben Kirby, CFA

Co-Head of Investments and Managing Director

Jeff Klingelhofer, Thornburg Investment Management Co-Head of Investments

Jeff Klingelhofer, CFA

Co-Head of Investments and Managing Director

Nimish Bhatt, Thornburg Investment Management Chief Financial Officer

Nimish Bhatt

Chief Financial Officer and Managing Director

Jesse Brownell, Thornburg Investment Management Global Head of Distribution

Jesse Brownell

Global Head of Distribution and Managing Director

Amy Callow, Thornburg Investment Management General Counsel & Managing Director

Amy Callow

General Counsel and Managing Director

Randy Dry, Thornburg Investment Management Chief Operating Officer

Randy Dry

Chief Operating Officer and Managing Director

Dana Jones, Thornburg Investment Management Human Resources Director

Dana Jones, PHR, SHRM-CP

Human Resources Director and Managing Director

Board of Directors

Garett Thornburg, Thornburg Investment Management Founder

Garrett Thornburg

Chairman and Managing Director

Mark Zinkula

Mark Zinkula, CFA

Chief Executive Officer and Managing Director

Brian McMahon, Thornburg Investment Management Vice Chairman and Chief Investment Strategist

Brian McMahon

Vice Chairman, Chief Investment Strategist and Managing Director

Brian Boyd, Thornburg Investment Management

Brian Boyd

Member, Board of Directors

Robin Keller, Thornburg Investment Management Director

Robin Keller

Member, Board of Directors

Blair Naylor, Thornburg Investment Management Vice President of the Thornburg Foundation

Blair Naylor

Member, Board of Directors

Equity Investment Team

Brian McMahon, Thornburg Investment Management Vice Chairman and Chief Investment Strategist

Brian McMahon

Vice Chairman, Chief Investment Strategist and Managing Director

Ben Kirby, Thornburg investment Management Co-Head of Investments

Ben Kirby, CFA

Co-Head of Investments and Managing Director

Nick Anderson, Thornburg Investment Management Portfolio Manager

Nicholas Anderson, CFA

Portfolio Manager and Managing Director

Thornburg Investment Management Matt Burdett Portfolio Manager

Matt Burdett

Portfolio Manager and Managing Director

Brian Burrell, Thornburg Investment Management Associate Portfolio Manager

Brian Burrell, CFA

Portfolio Manager and Managing Director

Steven Klopukh, Thornburg Investment Management Portfolio Manager

Steven Klopukh, CFA

Portfolio Manager and Managing Director

Emily Leveille, Thornburg Investment Management Portfolio Manager

Emily Leveille, CFA

Portfolio Manager and Managing Director

Tim McCarthy, Thornburg Investment Management Portfolio Manager

Tim McCarthy, CFA

Portfolio Manager and Managing Director

Miguel Oleaga, Thornburg Investment Management Portfolio Manager

Miguel Oleaga

Portfolio Manager and Managing Director

Josh Rubin, Thornburg Investment Management Portfolio Manager

Josh Rubin

Portfolio Manager and Managing Director

Joe Salmond, Thornburg Investment Management Associate Portfolio Manager

Joe Salmond

Portfolio Manager and Managing Director

Sean Sun, Thornburg Investment Management Portfolio Manager

Sean Koung Sun, CFA

Portfolio Manager and Managing Director

Lei Wang, Thornburg Investment Management Portfolio Manager

Lei Wang, CFA

Portfolio Manager and Managing Director

Charlie Wilson, Thornburg Investment Management Portfolio Manager

Charles Wilson, PhD

Portfolio Manager and Managing Director

Paul Arioano, Thornburg Investment Management Senior Equity Research Analyst

Paul Ariano, CFA

Associate Portfolio Manager

Neal BasuMullick, Thornburg Investment Management, Associate Portfolio Manager

Neal BasuMullick, CFA

Associate Portfolio Manager

Joseph Santos, Thornburg Investment Management Associate Portfolio Manager

Joseph Santos

Associate Portfolio Manager

Glen Hilton, Thornburg Investment Management Senior Equity Research Analyst

Glen Hilton

Senior Equity Research Analyst

Julian Serafini, Thornburg Investment Management Senior Equity Research Analyst

Julian Serafini, CFA

Senior Equity Research Analyst

Ben Song, Thornburg Investment Management Senior Equity Research Analyst

Ben Song, CFA, FRM, CIIA

Senior Equity Research Analyst

Mustafa Arikan, Thornburg Investment Management Equity Research Analyst

Mustafa Arikan

Equity Research Analyst

Baadal Chaudary, Thornburg Investment Management Equity Research Analyst

Baadal Chaudhary, CFA

Equity Research Analyst

Quincy Field

Quincy Field

Equity Research Analyst

Drew Johnson, Thornburg Investment Management Equity Research Analyst

Drew Johnson

Equity Research Analyst

Nicole Lim, Thornburg Investment Management Equity Research Analyst

Nicole Lim

Equity Research Analyst

ESG Investing Team

Jake Walco, Thornburg Investment Management Director of ESG Stewardship

Jake Walko

Director of ESG Investing & Global Investment Stewardship, Managing Director

Jackie Nutter, Thornburg Investment Management

Jackie Nutter

ESG Analyst

Fixed Income Investment Team

Jeff Klingelhofer, Thornburg Investment Management Co-Head of Investments

Jeff Klingelhofer, CFA

Co-Head of Investments and Managing Director

David Ashley, Thornburg Investment Management Portfolio Manager

David Ashley, CFA

Portfolio Manager and Managing Director

John Bonnell, Thornburg Investment Management Portfolio Manager & Managing Director

John Bonnell, CFA

Portfolio Manager and Managing Director

Lon Erickson, Thornburg Investment Management Portfolio Manager

Lon Erickson, CFA

Portfolio Manager and Managing Director

Ali Hassan, Thornburg Investment Management Portfolio Manager

Ali Hassan, CFA, FRM

Portfolio Manager and Managing Director

Christian Hoffmann, Thornburg Investment Management Portfolio Manager

Christian Hoffmann, CFA

Portfolio Manager and Managing Director

Eve Lando, Thornburg Investment Management Portfolio Manager

Eve Lando, JD

Portfolio Manager and Managing Director

David Musolf, Thornburg Investment Management Portfolio Manager

David Musolf, CFA

Portfolio Manager, Manager, Liquidity Operations and Managing Director

Ayman Ahmed, Thornburg Investment Management Associate Portfolio Manager

Ayman Ahmed

Associate Portfolio Manager

Craig Mauermann, Thornburg Investment Management Senior Fixed Income Analyst

Craig Mauermann, ChFC

Associate Portfolio Manager

Chris Battisntini, Thornburg Investment Management Senior Fixed Income Analyst

Chris Battistini, CFA

Senior Fixed Income Analyst

Brian Crider, Thornburg Investment Management Fixed Income Analyst

Brian Crider

Fixed Income Analyst

Patrick Dempsey, Thornburg Investment Management Fixed Income Analyst

Patrick Dempsey

Fixed Income Analyst

Sam Snelling, Thornburg Investment Management Fixed Income Analyst

Samuel Snelling

Fixed Income Analyst

Todd Wax, Thornburg Investment Management Fixed Income Analyst

Todd Wax, CFA

Fixed Income Analyst

Arzoo Mulla, Thornburg Investment Management Fixed Income Trade Associate

Arzoo Mulla, CFA

Fixed Income Trade Associate

Real Estate Investment Team

David Bennett, Thornburg Investment Management Director of Real Estate Investments

David Bennett

Director of Real Estate Investments

Daniel Quinn, Thornburg Investment Management, Real Estate Investment Associate

Daniel Quinn

Real Estate Investment Associate

Portfolio Analytics Team

Igor Kuznetsov, Thornburg Investment Management Portfolio Analytics & Risk Group Lead

Igor R. Kuznetsov, FRM, PhD

Director, Portfolio Analytics and Risk, and Managing Director

Andrew Hockey, Thornburg Investment Management Portfolio and Risk Analyst

Andrew Hockey, CFA

Senior Analyst, Portfolio Analytics and Risk

Dan Martinez, Thornburg Investment Management Lead Analyst

Dan Martinez, CFA

Senior Analyst, Portfolio Analytics and Risk

Leadership

Jesse Brownell, Thornburg Investment Management Global Head of Distribution

Jesse Brownell

Global Head of Distribution and Managing Director

Andrew Rice, Thornburg Investment Management Director of Intermediary Sales

Andrew Rice, CIMA

Director of Intermediary Sales and Managing Director

Matt Seiter, Thornburg Investment Management Director of Intermediary Sales

Matthew Seiter, CIMA

Director of Intermediary Sales and Managing Director

Jeanene Bettner, Thornburg Investment Management Chief Operations Officer

Jeanene Bettner

Chief Operations Officer—Distribution and Managing Director

Joe Feloney, Thornburg Investment Management

Joseph Feloney, CAIA, CIMA

Head of International and Managing Director

Lucinda Candal, Thornburg Investment Management Chief of Staff

Lucinda Candal

Co-Head of Sales and Marketing Enablement and Managing Director

Leah Swanson, Thornburg Investment Management, Director of Sales & Marketing Enablement

Leah Swanson

Co-Head of Sales and Marketing Enablement, Managing Director

Michael Ordonez, Thornburg Investment Management Co-Head of Strategic Relationships

Michael Ordonez

Co-Head of Strategic Relationships and Managing Director

Intermediary

Jesse Brownell, Thornburg Investment Management Global Head of Distribution

Jesse Brownell

Global Head of Distribution and Managing Director

Andrew Rice, Thornburg Investment Management Director of Intermediary Sales

Andrew Rice, CIMA

Director of Intermediary Sales and Managing Director

Matt Seiter, Thornburg Investment Management Director of Intermediary Sales

Matthew Seiter, CIMA

Director of Intermediary Sales and Managing Director

Nick Angell, Thornburg Investment Management

Nick Angell

Senior Investment Consultant | Upper Midwest Region

Bill Chisholm, Thornburg Investment Management Senior Investment Consultant

William R. Chisholm, CIMA

Senior Investment Consultant | New Jersey and Eastern Pennsylvania Region

Matias Cleland

Matias Cleland, AIF

Senior Investment Consultant | Mountain States Region

Jamie Coletti, Thornburg Investment Management Senior Investment Consultant

Jamie Coletti

Senior Investment Consultant | Carolinas and Tennessee Region

Joe Daly, Thornburg Investment Management Senior Investment Consultant

Joseph T. Daly

Senior Investment Consultant | New England Region

William Eberle, Thornburg Investment Management Investment Consultant

Bill Eberle, CAIA

Senior Investment Consultant | Long Island, Western Connecticut and Philadelphia Region

Greg Feldman, Thornburg Investment Management Senior Investment Consultant

Greg Feldman

Senior Investment Consultant | Florida Region | Managing Director

Zach Forster

Zach Forster, CIMA

Investment Consultant | Southern California Region

Dan Gasper, Senior Investment Consultant at Thornburg Investment Management

Dan Gasper

Senior Investment Consultant | Midwest Region

Tyler Jenkins, Thornburg Investment Management Investment Consultant

Tyler Jenkins, CIMA

Investment Consultant | Texas, Oklahoma and Louisiana Region

Jon Jurus, Thornburg Investment Management Senior Investment Consultant

Jon Jurus, CRPC

Senior Investment Consultant | Great Lakes Region | Managing Director

Laura Kling, Thornburg Investment Management Senior Investment Consultant

Laura Kling, CPWA

Senior Investment Consultant | New York Metro Region

Troy Mosconi, Thornburg Investment Management Senior Investment Consultant

Troy Mosconi, CIMA

Senior Investment Consultant | Ohio Valley Region | Managing Director

Jesse Neerdaels, Thornburg Investment Management Senior Investment Consultant

Jesse Neerdaels, CFP, CFS, CIMA

Senior Investment Consultant | Southern California Region

Kevin Parent, Thornburg Investment Management Senior Investment Consultant

Kevin Parent, CPWA

Senior Investment Consultant | Northern California Region | Managing Director

Keegan Parker, Thornburg Investment Management Investment Consultant

Keegan Parker

Investment Consultant | Heartland Region

Brian Perkes, Thornburg Investment Management Senior Investment Consultant

Brian Perkes

Senior Investment Consultant | Texas, Oklahoma and Louisiana Region

Thornburg Investment Management Luke Rameaka Investment Consultant

Luke Rameaka

Investment Consultant | New England and Upstate New York Region

Zachary Schweiss, Thornburg Investment Management Investment Consultant

Zachary Schweiss

Senior Investment Consultant | Pacific Northwest Region

Hal Whalen, Thornburg Investment Management Senior Investment Consultant

Hal Whalen

Senior Investment Consultant | Mid-Atlantic Region

Intermediary Advisor Solutions

April Adams, Thornburg Investment Management Advisor Solutions Consultant

April Adams, CFS

Advisor Solutions Consultant and Distribution Project Specialist | Southeast and Florida Region

Joaquin Garcia, Thornburg Investment Management Advisor Solutions Consultant

Joaquin Garcia

Advisor Solutions Consultant | Mountain States, Heartland, Midwest and Carolinas and Tennessee Region

Isabel Ozechowski, Thornburg Investment Management Advisor Solutions Consultant

Isabel Ozechowski

Advisor Solutions Consultant | Great Lakes | Ohio Valley | Mid-Atlantic | New England | Upstate New York Regions

Julio Rivera, Thornburg Investment Management Associate Consultant

Julio Rivera

Associate Consultant

International

Yong Zhang, Thornburg Investment Management Co-Head of Asia

Yong Zhang

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

Andrew Gu, Thornburg Investment Management Co-Head of Asia

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 and Institutional

Michael Ordonez, Thornburg Investment Management Co-Head of Strategic Relationships

Michael Ordonez

Co-Head of Strategic Relationships and Managing Director

Bill Loehning, Thornburg Investment Management Head of Private & Institutional Wealth

William Loehning

Head of Private Wealth & Institutional, Managing Director

John Burnham, Thornburg Investment Management Director of Platform Development & Managing Director

Johnathan Burnham, CFA

Director of Platform Development and Managing Director

Stephen Dedyo, Thornburg Investment Management Director of Strategic Relationships

Stephen Dedyo

Director of Strategic Relationships

Copeland Filoon, Thornburg Investment Management Director of Platform Development

Copeland Filoon, CFA, CAIA

Director of Platform Development

James Humpherson, Thornburg Investment Management Director of Platform Development

James Humpherson

Director of Platform Development

Julie Geraci, Thornburg Investment Management Strategic Relationships Manager

Julie Ann Geraci

Global Distribution Operations Manager

Scott Kent, Thornburg Investment Management Private Wealth Consultant

Scott Kent

Private Wealth Consultant

Cole Kopecak, Thornburg Investment Management Associate Director Platform Developer

Cole Kopacek

Associate Director, Platform Development

Scott Martin, Thornburg Investment Management

Scott Martin

Private Wealth Consultant

Danielle Morrison, Thornburg Investment Management Director of National Accounts

Danielle Morrison

Director of National Accounts

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