Thornburg Global Opportunities Strategy Celebrates 15-Year Anniversary
Thornburg announced the 15-year anniversary of the USD $1.1 billion Thornburg Global Opportunities strategy.
SANTA FE, NM — 6 September 2021 — Thornburg Investment Management (“Thornburg”), a global investment firm that oversees USD $49 billion in assets,1 today announced the 15-year anniversary of the USD $1.1 billion Thornburg Global Opportunities strategy (“Strategy”).
“Our research process identifies quality businesses at attractive prices around the world,” said Brian McMahon, Chief Investment Strategist and Co-Portfolio Manager. “We seek to capture the advantages of global diversification within a focused portfolio of compelling ideas. Built on our core investment principles of flexibility, focus and value, the Strategy gives us a durable framework for value-added investing.”
The Strategy, which launched on 1 August 2006, has been co-managed since inception by Mr. McMahon. Miguel Oleaga, who joined Thornburg in 2014, was promoted to portfolio manager on the Strategy in 2020. Together and with support from the entire Thornburg investment team, Mr. McMahon and Mr. Oleaga oversee the flexible and focused equity portfolio that leverages Thornburg’s renowned capacity as a global manager. Portfolio holdings are selected on a bottom-up basis through a disciplined, value-based framework, ensuring a balanced approach to portfolio construction and risk management. The global opportunities solution is available to certain investors as a UCITS fund, separately managed account or mutual fund in the U.S.
“This is a significant milestone for Thornburg,” said Thornburg President and CEO Jason Brady. “Thornburg Global Opportunities strategy’s 15-year track record of outperformance is a testament to our long-term investment philosophy.2 With Brian and Miguel at the helm and with support from our entire investment team, the Strategy has proven time and again that the flexibility to look anywhere in the world for value can provide long-term positive returns to our investors.”
To learn more about Thornburg’s investment strategies, please visit
https://www.thornburg.com/products-performance/institutional-strategies/.
About Thornburg
Founded in 1982, Thornburg Investment Management is a privately owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors. A recognized leader in fixed income and equity investing, the firm oversees USD $49 billion1 as of 31 July 2021 across mutual funds, closed-end funds, institutional accounts, separate accounts for high-net-worth investors and UCITS funds for non-U.S. investors. Thornburg is headquartered in Santa Fe, New Mexico, with additional offices in London, Hong Kong and Shanghai.
At Thornburg, we believe unconstrained investing leads to better outcomes for our clients. Our culture is collaborative, and our investment solutions are highly active, high conviction and benchmark agnostic. When it comes to finding value for our clients, it’s more than what we do, it’s how we do it: how we think, how we invest and how we’re structured.
For more information, visit www.thornburg.com.
Important Information
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
This is not a solicitation or offer for any product or service. Nor is it a complete analysis of every material fact concerning any market, industry, or investment. Data has been obtained from sources considered reliable, but Thornburg makes no representations as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg does not accept any responsibility and cannot be held liable for any person’s use of or reliance on the information and opinions contained herein.
Investments carry risks, including possible loss of principal.
Outside the United States
This is directed to INVESTMENT PROFESSIONALS AND INSTITUTIONAL INVESTORS ONLY and is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to the laws or regulations applicable to their place of citizenship, domicile or residence.
Thornburg is regulated by the U.S. Securities and Exchange Commission under U.S. laws which may differ materially from laws in other jurisdictions. Any entity or person forwarding this to other parties takes full responsibility for ensuring compliance with applicable securities laws in connection with its distribution.
For United Kingdom: This communication is issued by Thornburg Investment Management Ltd. (“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.
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.
For Australia: This communication is exclusively intended for wholesale clients only. The information contained herein is provided for informational purposes only and should not be considered a solicitation or offering of investment services, nor a solicitation to sell or buy any shares of any securities (nor shall any such securities be offered or sold to any person) in any jurisdiction where such solicitation or offering would be unlawful under the applicable laws of such jurisdiction. This material should not be relied upon as investment advice and is not a recommendation to adopt any investment strategy.
Thornburg is regulated by the U.S. Securities and Exchange Commission under U.S. laws, which differ from Australian laws, and is exempt from the requirement to hold an AFSL in accordance with class order 03/1100 in respect of the provision of financial services to wholesale clients in Australia (ARBN 605 031 909). In accordance with the relevant Australian Securities and Investments Commission Class Order, maintains such exemption from the requirements under Relevant Law to hold an Australian Financial Services Licence, and all other licences required to be held under all applicable laws governing the activities of Thornburg.
Please see our glossary for a definition of terms.
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
Media Inquiries
Michael Corrao
Director of Global Communications
Thornburg Investment Management
Tel: +1 505 467 5345
Email: mcorrao@thornburg.com
1Includes USD $46.8 billion in assets under management and USD $1.9 billion in assets under advisement as of 31 July 2021
2The Strategy may not have outperformed in every reporting period.
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