Unsubscribe

Confirm you would like to unsubscribe from this list

You have unsaved changes on the page. Would you like to save them?

Remove strategy

Confirm you would like to remove this strategy from your list
Give Us a Call

Fund Operations
800.847.0200

FIND ANOTHER CONTACT
Global Equity

Beyond the Benchmark: Finding Global Opportunities

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

Our insights. Your inbox.

Sign up to receive timely market commentary and perspectives from our financial experts delivered to your inbox weekly.