Thornburg Expands London and US Offshore Team as UCITS Assets Surpass US$645 Million

• Andrew Paterson appointed Director, UK/EMEA Business Development
• Albert Maruri appointed Director of US Offshore Sales
• UCITS assets more than double year-over-year, surpassing US$645 million

LONDON, U.K. – 16 April 2026 – Thornburg Investment Management (“Thornburg”), a global investment firm that oversees US$57 billion¹ in assets, today announced the expansion of its international distribution team as assets in its UCITS platform have more than doubled over the past 12 months, increasing from US$316 million to more than US$645 million as of 31 March 2026.

The growth reflects rising global demand for actively managed strategies delivered through the UCITS structure, which continues to serve as a preferred vehicle for international investors seeking high-quality, differentiated investment solutions.

To support this momentum across the UK, Europe and selected international markets, Thornburg has appointed Andrew Paterson as Director of UK/EMEA Business Development. Based in the firm’s London office, he reports to Jon Dawson, Head of the UK Office, and focuses on deepening relationships with institutional and intermediary clients across the region.

Thornburg has also appointed Albert Maruri as Director of US Offshore Sales, further strengthening the firm’s distribution capabilities across international wealth markets. Based in Miami, Mr. Maruri will work closely with financial advisors and intermediaries serving non‑US investors, expanding access to Thornburg’s investment strategies across key offshore markets.

“Building long‑term partnerships is central to how we grow internationally,” said Jonathan Schuman, Head of International at Thornburg. “By expanding our on‑the‑ground presence in key markets, we are better positioned to work closely with clients, understand their evolving needs and connect them with Thornburg’s high‑conviction investment strategies.”

The appointments come as Thornburg’s UCITS platform continues to gain traction with investors. The firm’s five UCITS strategies have benefited from sustained inflows and investment performance, with the Equity Income Builder Fund serving as a primary driver of recent growth, reflecting strong demand for global, income-oriented solutions.

This momentum follows a series of enhancements to Thornburg’s UCITS range, including new share class launches, fee reductions and the reclassification of select strategies under Article 8 of the EU Sustainable Finance Disclosure Regulation. Together, these initiatives have improved accessibility for European investors while reinforcing Thornburg’s commitment to active management, a benchmark‑agnostic investment philosophy and long‑term outcomes.

The UCITS platform represents a key pillar of Thornburg’s long-term international growth strategy as the firm continues to expand its global footprint and serve clients across an increasingly diverse set of markets.

Biographies

Andrew Paterson is Director, UK/EMEA Business Development at Thornburg Investment Management, where he is responsible for supporting the firm’s growth across the UK, Europe and selected international markets, working closely with intermediary and institutional clients. Based in London, he brings more than a decade of experience in asset management distribution, with a strong focus on UCITS strategies.

Prior to joining Thornburg, Andrew held senior business development roles at Montanaro Asset Management and Matthews Asia, where he was Vice President, UK & EMEA Business Development. He began his career at Aberdeen Asset Management. Andrew holds a degree in Economics and Finance from the University of Aberdeen.

Albert Maruri is Director of US Offshore Sales at Thornburg Investment Management. He has more than two decades of sales and distribution experience and brings deep expertise in the US offshore and international wealth markets. Prior to joining the firm, he served as Director of Offshore Sales at Janus Capital Group, where he was responsible for building and managing relationships with offshore advisors and institutions across the Americas. Before that, he held senior regional sales leadership roles at Delaware Investments and The Hartford, covering South Florida and broader regional markets. Albert Maruri began his career in sales and account management roles with Novartis and Kraft Foods. He holds a degree from Florida International University and is based in Miami, Florida.

About Thornburg
Thornburg Investment Management (“Thornburg”) is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm with $57 billion¹ in client assets as of 31 March 2026, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico, with additional offices in Hong Kong and London. For more information, visit www.thornburg.com.

Media Inquiries
Michael Corrao
Director of Global Communications
Thornburg Investment Management
Tel: +1 505 467 5345
Email: mcorrao@thornburg.com

IMPORTANT INFORMATION

Investments carry risks, including possible loss of principal. Additional risks may be associated with investments 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. Portfolios investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. Unlike bonds, bond funds have ongoing fees and expenses. Investments in mortgage-backed securities (MBS) may bear additional risk. Investments in the Fund are not insured, nor are they bank deposits or guaranteed by a bank or any other entity. For risks materially relevant to the Fund, please read the Fund’s Annual Report or Prospectus/Supplement available at www.thornburg.com/ucits.

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The Fund is a sub-fund of Thornburg Global Investment plc (“TGI”), an open-ended investment company with variable capital constituted as an umbrella fund with segregated liability between sub-funds, authorized and regulated by the Central Bank of Ireland (“CBI”) as an Undertaking for Collective Investments in Transferable Securities (“UCITS”). Authorization of TGI by the CBI is not an endorsement or guarantee by the CBI nor is the CBI responsible for the contents of any marketing material or the Fund’s prospectus, supplement or applicable Key Information Document (“KID”). Authorization by the CBI shall not constitute a warranty as to the performance of TGI and the CBI shall not be liable for the performance of TGI.

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Copies of the Fund’s prospectus and supplement can be obtained from State Street Fund Services (Ireland) Limited, by visiting www.thornburg.com/ucits or by contacting the local paying or representative agent or local distributor in the jurisdictions in which the Fund is available for distribution, and are available in English.

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In addition, a summary of investor rights is available from www.thornburg.com/ucits. The summary is available in English.

The Fund is currently notified for marketing into a number of EU Member States under the UCITS Directive. The Fund can terminate such notifications for any share class and/or the Fund at any time using the process contained in Article 93a of the UCITS Directive.

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For Denmark: The Fund is only available to professional investors.

For Germany: The local information agent is GerFIS – German Fund Information Service UG (Haftungsbeschränkt), which may be contacted at Zum Eichhagen 4, 21382 Brietlingen, Germany.

For Italy: The Fund is only available to professional investors.

For Luxembourg: The local paying and representative agent is CACEIS Bank, Luxembourg Branch, which may be contacted at 5 Allée Scheffer, 2520 Luxembourg.

For Norway: The Fund is only available to professional investors.

For Spain: The local representative is Allfunds Bank, S.A., which may be contacted at Estafeta, 6, La Moraleja, Complejo Plaza de la Fuente, Alcobendas, Madrid.

For Sweden: The local paying agent is Skandinaviska Enskilda Banken (publ) AB, which may be contacted at Kungsträdgårdsgatan 8 SE-106 40 Stockholm.

For Switzerland: The Fund is authorized by the Swiss Financial Supervisory Authority (FINMA) for distribution respectively offering to qualified and non-qualified investors in Switzerland. The Swiss representative is Waystone Fund Services (Switzerland) S.A., Av. Villamont 17, 1005 Lausanne, Switzerland, web: www.waystone.com. The Swiss paying agent is Banque Cantonale de Genéve, 17, quai de l’Ile, 1204 Geneva, Switzerland. Investors in Switzerland can obtain the documents of the Company (each in their latest form as approved by FINMA) such as the Prospectus for Switzerland, the KIDs respectively the key information document, the Memorandum & Articles of Association, the semi-annual and annual reports, the list of purchases and sales during the accounting period, and further information free of charge from the Swiss representative.

Manager:  Waystone Management Company (Ireland) Limited | www.waystone.com | +353.1.619.2300

Administrator: State Street Fund Services (Ireland) Limited, ThornburgTA@statestreet.com +353.1.242.5580

Distributor: Thornburg Investment Management, United States, contactglobal@thornburg.com +1.855.732.9301

¹ Includes US$56 billion in assets under management and US$1 billion in assets under advisement as of 31 March 2026.