The Fund seeks long-term growth of capital by investing in equity securities selected for their growth potential.
There is no guarantee that the Fund will meet its objectives.
The Fund invests in equity securities (primarily common stocks) from around the world. A flexible mandate allows the Fund to pursue long-term performance using a broad approach to geography, investing style, and market capitalization.
Sean Koung Sun, CFA
Portfolio Manager and Managing Director
Sean Sun is portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as an equity research analyst and was promoted to associate portfolio manager in 2015 and portfolio manager in 2017.
Sean holds an MBA with concentrations in finance and entrepreneurship from the University of Chicago Booth School of Business and a BA in economics from the University of California at Berkeley, where he was a Regents’ and Chancellor’s Scholar. He is also a CFA charterholder. Prior to joining Thornburg, Sean held portfolio analysis and modeling positions at Bank of America. Prior to business school, he was a product manager at HSBC.
Institutional Strategies/Separately Managed Accounts*
* All strategies may not be available as separately managed accounts.
Greg Dunn
Portfolio Manager and Managing Director
Greg Dunn is portfolio manager for Thornburg Investment Management. Greg joined Thornburg in 2002 as research communications director for the marketing department and was promoted to equity research associate in 2005, associate portfolio manager in 2008, and portfolio manager in 2012.
Prior to joining Thornburg, Greg was an investment management analyst for Smith Barney. Greg holds a BS in business with a concentration in finance from Colorado State University and an MBA from Duke University's Fuqua School of Business.
Institutional Strategies/Separately Managed Accounts*
* All strategies may not be available as separately managed accounts.
FUND FACTS as of 10/18/2018
- Net Assets as of 9/30/2018: $1.79 B
- Capital Gains Paid Annually: 2017 Capital Gains Paid as of Nov 16, 2017 record date.
- Benchmark: MSCI AC World ex-U.S. Growth Index
Investments carry risks, including possible loss of principal. Additional risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Investments in the Fund are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.
The performance of any index is not indicative of the performance of any particular investment. Unless otherwise noted, index returns reflect the reinvestment of income dividends and capital gains, if any, but do not reflect fees, brokerage commissions or other expenses of investing. Investors may not make direct investments into any index.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Funds invested in a limited number of holdings may expose an investor to greater volatility.
Class R shares are limited to retirement platforms only.
Class I shares may not be available to all investors. Minimum investments for the I share class may be higher than those for other classes.
There is no guarantee that the Fund will meet its investment objectives.
Please see our glossary for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Thornburg Investment Management, Inc. mutual funds are sold through investment professionals including investment advisors, brokerage firms, bank trust departments, trust companies and certain other financial intermediaries. Thornburg Securities Corporation (TSC) does not act as broker of record for investors.
Greg Dunn
Sean Koung Sun, CFA
