Long/Short Equity Fund - Fund Facts

FUND OBJECTIVE

The Fund seeks long-term capital appreciation.

There is no guarantee that the Fund will meet its objectives.

INVESTMENT STRATEGY

The fund pursues its investment goal by investing at least 80% of its assets in long and short positions in a broad range of equity securities. While the Fund normally expects to invest a larger portion of its portfolio in long positions than short positions, the Fund expects to invest a significant portion of its assets in short positions.
Bimal Shah
Bimal Shah
Portfolio Manager and Managing Director
Robert MacDonald, CFA
Robert MacDonald, CFA
Portfolio Manager and Managing Director
Portfolio managers are supported by the entire Thornburg investment team.

Fund Facts as of

CLASS SYMBOL NAV CHANGE
(from 11/24/2020)
CUSIP INCEPTION
DATE
I THLSX $9.74 $0.01 885-216-689 12/30/2016
  • Net Assets as of 10/31/2020: $46.5 M
  • Capital Gains Paid Annually: 2018 Capital Gains Paid as of Nov 15, 2018 record date.
  • Benchmark: S&P 500 TR
Important Information