Building Real Wealth for More Than 30 Years

Founded in 1982 by Garrett Thornburg, Thornburg Investment Management (Thornburg) is an independent global investment management firm that provides a range of active investment strategies to serve a broad spectrum of client needs.

Headquartered in Santa Fe, New Mexico, Thornburg is geographically removed from the world’s major financial centers. Being far from the status quo investment arena inspires us to think outside of popular opinion and base our decisions on unconventional wisdom and a larger frame of reference.

Many investment managers may do what we do. Setting us apart from them, however, is how we do it: how we think, how we invest, and how we’re structured.

How We ThinkOur Flexible Perspective

We bring a more flexible perspective than that of other investment firms. We view a wider range of opportunities and look beyond conventional boundaries to find hidden value.

Constant Collaboration

We collectively hone ideas via borderless cross-pollination across our investment team for better judgement and competitive results.

 

 

How We InvestBy Conviction, Not Convention

We invest differently. We take a disciplined approach to portfolio construction, guided more by convictions than convention.

Rather than using benchmarks as our starting point, we apply active management to seek the best value for our clients. Thorough analysis and our relative-value framework lead to conviction in our securities selection, which may result in a focused portfolio.

 

 

How We're Structured
Our Team Approach

Thornburg’s collaborative, relative-value research structure is such that we consider all members of the investment team to be resources for all of the firm’s strategies. All analysts may make contributions to multiple strategies.

Portfolio managers also serve as research analysts. This allows them to integrate with, rather than be separated from, the discovery of investment ideas.

Far From the Herd

Our headquarters are located in the hills of Santa Fe, New Mexico. This allows for distraction-free idea generation away from the more conventional wisdom of large or urban-centered investment houses.

Access and Transparency

Putting our clients first is also a key principle. Proud of our investment strategies and thoughtful of our practices, we consider transparency and openness imperative to building our investors’ trust and confidence in us.

Always Independent

From the beginning, we have thrived through private ownership and we are firmly committed to this structure. Our independence removes the distractions of a corporate parent and lets us focus on what we’re supposed to do: generate attractive investment returns over time.

 

We seek to add value with active portfolio management to help investors reach their long-term goals. Now more than 30 years into our mission, Thornburg’s Investment lineup represents a wide range of fixed income, equity and liquid alternative solutions.

our History

'82
Company founded
 
 
'84
Limited Term Municipal strategy
 
 
 
 
'87
Limited Term U.S. Government strategy & California Limited Term Municipal strategy
 
 
 
 
 
 
'91
Intermediate Municipal strategy & New Mexico Intermediate Municipal strategy
'92
Limited Term Income strategy
 
 
 
 
'95
Value strategy
 
 
'97
New York Intermediate Municipal strategy
'98
International Value strategy & Institutional Group
 
 
'00
Core Growth strategy
 
 
'02
Investment Income Builder strategy
 
 
 
 
 
 
'06
Global Opportunities strategy
'07
Strategic Income strategy & International Growth strategy
 
 
'09
Developing World strategy & Strategic Municipal Income strategy
 
 
'11
Ireland-Domiciled UCITS strategies
 
 
'13
Low Duration Income strategy & Low Duration Municipal strategy
 
 
'15
Better World International strategy
'16
Long/Short Equity strategy
Important Information
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit our literature center. Read them carefully before investing.

There is no guarantee that the Fund will meet its investment objectives.

Please see our glossary for a definition of terms.

Thornburg mutual funds are distributed by Thornburg Securities Corporation.

Thornburg Investment Management, Inc. mutual funds are sold through investment professionals including investment advisors, brokerage firms, bank trust departments, trust companies and certain other financial intermediaries. Thornburg Securities Corporation (TSC) does not act as broker of record for investors.