For institutional investors, Thornburg Investment Management provides a series of separately managed account strategies and commingled funds that employ the same fundamental research philosophy guiding Thornburg’s portfolios since 1984.

To build close relationships with clients and advisors, a service program has been developed that keeps both informed of investment progress. All strategies, to varying degrees, can be tailored to an investor’s individual needs. A team of professionals within the institutional group communicates with the portfolio management teams to help ensure we’re working to meet our clients’ investment objectives.

Equity Strategies

  • International Equity
  • International ADR
  • International Equity ESG
  • International Growth
  • International Growth ADR
  • Ultra Focused International Equity
  • Global Opportunities
  • Global Quality Dividend
  • Developing World
  • Investment Income Builder
  • All-Cap Growth
  • U.S. Equity
  • Ultra Focused Equity

Fixed Income Strategies

  • Limited Term Income
  • Limited Term U.S. Government
  • Low Duration Income
  • Multisector Opportunistic
  • Intermediate Term Municipal
  • Limited Term Municipal
  • Low Duration Municipal
  • Strategic Municipal Income

Alternative Strategies

  • Long/Short Equity

Investments in the Strategy carry risks, including possible loss of principal. Carefully consider the Strategy’s investment objectives, risks, and expenses before investing. There is no guarantee that the portfolio will meet its investment objectives.

Thornburg Investment Management was named Institutional Investor’s 2015 Global Core Equity Manager of the Year. A list of top performing managers in each of the 39 categories was identified by Institutional Investor magazine’s editorial and research teams in consultation with eVestment. Investment strategies were analyzed based on factors such as one-, three- and five-year performance, Sharpe ratio, information ratio, standard deviation and upside market capture. Each category is analyzed based on the factors used by institutional investors in their own searches. More than 1000 leading U.S. pension plans, foundations, endowments and other institutional investors are surveyed and asked to vote for up to three of the top performing managers in each strategy in which they invested during the past year. Surveyed investors are also provided the option to write-in a manager if they did not appear on the pre-populated short-list. Institutional Investor’s editorial team analyzed the survey results to determine one winner for each category. This award is not indicative of Thornburg Investment Management’s future performance and is not representative of any one client’s experience.