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Josh Rubin

Client Portfolio Manager

Josh Rubin is a client portfolio manager for Thornburg Investment Management. He serves as a liaison between Thornburg’s investment management team and key external decision makers regarding all of the firm’s equity, fixed income and multi-asset investment strategies. Josh’s work covers Thornburg’s fundamental bottom-up research and top-down thinking as he shares organizational perspectives on research, analysis, process, philosophy and investment outcomes. He joined the firm in 2017.

Josh was a portfolio manager and associate portfolio manager on Thornburg’s equity team before transitioning to the CPM role in 2025. Prior to Thornburg, he had portfolio manager and senior analyst responsibilities for global, U.S. and emerging markets equity strategies at Driehaus Capital Management in Chicago and Marsico Capital Management in Denver. Josh spent several years in fixed income investment banking before shifting to equity asset management.

Josh earned a BSFS in international politics from the Walsh School of Foreign Service at Georgetown University.

Insights

Emerging Markets

Investment Perspectives from the Road: India

Our investment professionals travel the world to evaluate global markets and unearth the most optimal ideas. Josh Rubin recently visited India, and here are his perspectives.
2024 Outlook for Emerging Markets Equities
Emerging Markets

2024 Outlook – Emerging Markets: Misunderstood and Mispriced

From continuing supply chain realignment to the emergent consumer and more, these factors align for underappreciated and mispriced emerging markets in 2024.
A young woman looks out over the city of Udaipur, Rajasthan, North India.
Emerging Markets

Emerging Market Opportunities – Delayed but not Cancelled

Emerging markets equities have had a rough ride in recent years. Yet disciplined security selection can add value to a diversified portfolio.
Identifying strength in businesses.
Capital Appreciation

Thornburg PM Perspectives: Identifying Strong Companies

Four Thornburg equity PMs discuss how they identify strong but undervalued companies while also seeking to mitigate material ESG issue risks.