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Press Release

Thornburg Expands Presence Across the Nordic Region with Boden Capital

19 Feb 2026
8 min read

Thornburg announced a strategic partnership with Boden Capital.

  • Strategic partnership aims to increase awareness of $57 billion New Mexico firm among institutional investors
  • Investors to gain access to Thornburg’s five actively managed global equity and fixed income UCITS funds

SANTA FE, NM – xx February 2026 – Thornburg Investment Management (“Thornburg”), a global, privately owned investment firm with $57 billion in client assets1, today announced a strategic partnership with Boden Capital to expand its presence among institutional investors across the Nordic region.

The collaboration will give investors in the region broader access to Thornburg’s UCITS fund range, including the Global Opportunities Fund and the Equity Income Builder Fund, as well as additional actively managed global equity and fixed income strategies.

The Nordic market is recognised for its sophisticated institutional investor base, characterised by strong governance standards, long-term capital stewardship, and a preference for active, research-driven investment approaches. This environment is well aligned with Thornburg’s high-conviction, benchmark-agnostic investment philosophy.

“Partnering with Boden Capital represents an important step in our international expansion,” said Jonathan Schuman, head of international at Thornburg. “Nordic investors are highly discerning and place a strong emphasis on rigorous research, transparency, and long-term outcomes. Boden Capital’s deep regional expertise, strong institutional relationships, and focused capital-introduction model make them an ideal partner as we broaden access to Thornburg’s differentiated investment capabilities.”

Erik Orving and Mats Eltoft, co-founders of Boden Capital, commented: “Thornburg’s long-term, research-driven and disciplined investment approach resonates strongly with Nordic institutional investors, particularly given the emphasis on governance, downside awareness and consistency across market cycles. We are delighted to partner with Thornburg and look forward to supporting their engagement with investors across the region and building long-term, strategically aligned partnerships.”

This agreement extends Thornburg’s global reach and underscores the firm’s commitment to providing independent, research-driven investment solutions designed to support investors’ long-term financial objectives.

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 and with $57 billion1 in client assets as of 31 January 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.

About Boden Capital
Boden Capital is a Nordic-focused capital introduction firm specialising in connecting exceptional fund managers with professional investors. Established in 2025 and building on decades of regional experience, Boden Capital provides bespoke, performance-driven capital introduction services across the Nordic region. The firm works closely with managers and investors to facilitate strategically aligned, long-term partnerships built on trust, performance, and mutual success. For more information, visit www.bodencap.com.

Contacts

Boden Capital
Erik Orving
Co-Founder
Email: erik.orving@bodencap.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.

This does not constitute or contain an offer, solicitation, recommendation or investment advice with respect to the purchase of the Funds described herein or any security. The Fund’s shares may not be sold to citizens or residents of the United States or in any other state, country or jurisdiction where it would be unlawful to offer, solicit an offer for, or sell the shares. For information regarding the jurisdictions in which the Fund is registered or passported, please contact Thornburg at global@thornburg.com or +1.855.732.9301. Fund shares may be sold on a private placement basis depending on the jurisdiction. This should not be used or distributed in any jurisdiction, other than in those in which the Fund is authorized, where authorization for distribution is required. Thornburg is authorized by the Fund to facilitate the distribution of shares of the Fund in certain jurisdictions through dealers, referral agents, sub-distributors and other financial intermediaries. Any entity forwarding this, which is produced by Thornburg in the United States, to other parties takes full responsibility for ensuring compliance with applicable securities laws in connection with its distribution.

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.

Before investing, investors should review the Fund’s full prospectus and supplement, together with the applicable KID and the most recent annual and semi-annual reports.

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.

The KIDs can be obtained from www.thornburg.com/ucits and are available in one of the official languages of each of the EU Member States into which the Fund has been notified for marketing under the Directive 2009/65/EC (the UCITS Directive).

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.

No securities commission or regulatory authority has in any way passed upon the merits of an investment in the Fund or the accuracy or adequacy of this information or the material contained herein or otherwise. Neither this or the Offering Documents have been approved in any jurisdiction where the Fund has not been registered for public offer and sale. This information is not, and under no circumstances is to be construed as the Offering Documents, a public offering or an offering memorandum as defined under applicable securities legislation.  Application for shares may only be made by way of the Fund’s most recent Offering Documents.

For United Kingdom: This communication is issued by Thornburg Investment Management (UK) Limited (“TIM Ltd.”) and approved by Robert Quinn Advisory LLP which is authorised and regulated by the UK Financial Conduct Authority (“FCA”). TIM Ltd. is an appointed representative of Robert Quinn Advisory LLP.

Past performance is not a reliable indicator of future returns.

This material constitutes a financial promotion for the purposes of the Financial Services and Markets Act 2000 (the “Act”) and the handbook of rules and guidance issued from time to time by the FCA (the “FCA Rules”). TIM Ltd. neither provides investment advice to, nor receives and transmits orders from, persons to whom this material is communicated, nor does it carry on any other activities with or for such persons that constitute “MiFID or equivalent third country business” for the purposes of the FCA Rules. All information provided is not warranted as to completeness or accuracy and is subject to change without notice.

This communication is exclusively intended for persons who are Professional Clients or Eligible Counterparties for the purposes of the FCA Rules and other persons should not act or rely on it. This communication is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.

This document is intended to be of general interest only and does not constitute legal, regulatory, tax, accounting, investment or other advice nor is it an offer to buy or sell shares in the Company (or any other investments mentioned herein).

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 assets under management ($55.4B) and assets under advisement ($1.2B), as of 31 January 2026.

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