
A Q&A Video with Miguel Oleaga
In this video, Portfolio Manager Miguel Oleaga outlines how the Thornburg Global Opportunities Fund is designed to deliver differentiated alpha and diversification within global equity portfolios. A high-conviction, benchmark-agnostic approach focuses on quality businesses at attractive valuations to build a resilient, concentrated portfolio.
- Concentrated (30–40 holdings), high-conviction portfolio built on bottom-up research
- Focus on quality businesses with durable advantages, valuation discipline and clear catalysts
- Diversification benefits, including lower correlation to U.S.-centric portfolios
Discover more about:
More Insights
Global Equity
Signal Over Noise: A Conversation on Global Markets
At Thornburg, we separate signal from noise in today's global markets, sharing how active, high-conviction research shapes portfolio decisions across countries and sectors.
International Equities
VettaFi Webcast: The Rise of International Equities
As U.S. equities become increasingly reliant on AI-related capex, investors could diversify portfolios by investing internationally. With attractive total return profiles and solid growth, international equities could be an increasingly important for investors going forward.
Global Equity
Hyperscalers at the Inflection
The AI buildout’s biggest spenders have been stock market laggards. That is changing.
Thornburg Income Builder Opportunities Trust Announces Distribution
Thornburg Income Builder Opportunities Trust Announces Distribution
Global Equity
U.S. Treasury’s New Activism Adds Another Variable for the Dollar and International Equities
International equity investors have spent most of the past decade fighting two formidable headwinds: superior U.S. stock returns and a strong dollar. Recent actions from Washington suggest the second of those may be becoming less dependable.
ETF of the Week: Thornburg Premium Income Builder ETF (THOR)
On a recent podcast, VettaFi selected THOR as its ETF of the week.
Our insights. Your inbox.
Sign up to receive timely market commentary and perspectives from our financial experts delivered to your inbox weekly.

