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Josh Rubin
Portfolio Manager and Managing Director
Josh Rubin is portfolio manager for Thornburg Investment Management. He joined Thornburg in 2017, initially working with the global strategies before being named associate portfolio manager in 2018, and portfolio manager in 2021.
Before Thornburg, Josh worked at Driehaus Capital Management in Chicago, where he was first an associate portfolio manager responsible for emerging markets, and then the portfolio manager of the firm’s Global and certain U.S. strategies. Prior to Driehaus, Josh co-managed the emerging markets equity strategy at Marsico Capital Management in Denver, where he was also a senior analyst covering global companies across sectors. Before asset management, Josh held investment banking and consulting roles.
Josh earned a BSFS in international politics from the Walsh School of Foreign Service at Georgetown University.
Investments Managed
Insights
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Spotlight on India: High Valuations and Other Risks to Watch
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Spotlight on India: Opportunities Abound, but Valuations Are High
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Spotlight on India: Changing Demographics and Political Stability
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2024 Outlook – Emerging Markets: Misunderstood and Mispriced
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Emerging Markets Spotlight: Mexico on the Move, Pt.2
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Emerging Markets Spotlight: Mexico on the Move, Pt.1
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EM Policy Rates have Stabilized, but Are Yet to Fall
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Observations in Emerging Markets: A Range of Opportunities Part 1
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Observations in Emerging Markets: A Range of Opportunities Pt. 2
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