Thornburg Partners with Capital Strategies Partners

SANTA FE, NM – 16 October 2025 – Thornburg Investment Management (“Thornburg”), a global, privately-owned investment firm with $52 billion in client assets¹, today announced a new strategic partnership with Capital Strategies Partners (“Capital Strategies”) to serve institutional and wholesale investors in Italy and the Middle East.

Through this collaboration, Thornburg will broaden its international footprint and provide investors in both regions with access to its UCITS fund range, including flagship strategies such as the Equity Income Builder Fund, Global Opportunities Fund and Strategic Income Fund.

“Partnering with Capital Strategies Partners represents a significant milestone in our ongoing international expansion,” said Jonathan Schuman, head of international at Thornburg. “Italy and the Middle East are important and growing markets for Thornburg, and we believe Capital Strategies’ deep local knowledge, long-standing relationships and proven expertise make them the ideal partner to connect investors with Thornburg’s differentiated investment solutions.”

Thornburg continues to strengthen its distribution network across Europe, Asia and Latin America. The addition of Capital Strategies underscores the firm’s commitment to providing exemplary service to its clients.

Daniel Rubio, founder and CEO of Capital Strategies, added, “We are delighted to partner with Thornburg Investment Management. Their track record in delivering high conviction global equity and multi-sector credit strategies complements the evolving needs of institutional and professional investors in our regions. We look forward to bringing Thornburg’s expertise to our clients in Italy and the Middle East.”

Riccardo Milan, country head for Italy at Capital Strategies, commented, “Italy continues to show strong demand for global, research-driven strategies. Thornburg’s disciplined investment approach and ability to combine performance with risk management will be highly relevant for Italian institutional and wholesale clients.”

Paolo Svetlich, head of sales at Middle East local business partner FMP Capital, added: “The Middle East is experiencing a growing appetite for high-quality international strategies. By working with Thornburg, we can provide our professional clients with differentiated solutions that align with their long-term objectives.”

This agreement further expands Thornburg’s global reach, reflecting the firm’s mission to deliver independent, research-driven and disciplined investment solutions that help investors achieve long-term financial goals.

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 $52 billion¹ in client assets as of 30 September 2025, 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 Capital Strategies Partners
Capital Strategies Partners AV SA is a privately-owned firm regulated by the CNMV, specializing in identifying and representing top-tier, often unique asset managers. Founded in 2000 and headquartered in Madrid, the firm is composed of a diverse team of professionals with a global presence. Over more than 25 years, it has provided turnkey solutions for managers without local sales capabilities in Europe and Latin America, having intermediated over 25 billion U.S. dollars across strategies spanning multiple asset classes.

For more information, visit www.capitalstrategies.com.

Contacts
Riccardo Milan
Country Head Italy, Capital Strategies Partners
Tel: +41 76 422 8819
Email: rmilan@capitalstrategies.com

Paolo Svetlich
Head of Sales, FMP Capital
Tel: +971 52 316 3486
Email: paolo.svetlich@fmpcapital.ae

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 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.

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 Italy: 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.

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

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¹ ​Includes $51 billion in assets under management and $1 billion in assets under advisement as of 30 September 2025.