
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
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