Mutual Funds

  • The Offense and Defense of Disciplined Portfolio Balance

    Correlations in “growth” and “value” equity factors may undercut the diversification benefits of benchmark-relative exposures to sectors and geographies. Consistent portfolio balance by “styles,” though, can lower beta and lift alpha.

  • Rethinking Your Income Strategy?

    In an era of low interest rates, the right equity dividend strategy can provide the income and total return that investors seek.

  • The Dark Side of the Rate Cut

    Market expectations should not help drive monetary policy.

Thornburg Investment Management offers a variety of mutual funds that can serve as critical components of a diversified portfolio. 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 and equity solutions. Each of our offerings originated organically from responsible, sustainable growth, applying the same fundamental research and team approach we have practiced over time.

Thornburg offers a different point of view—a broader outlook on the financial landscape. Our disciplined portfolio construction, flexible perspective, and collaborative structure are the reasons why it’s more than what we do. It’s how we do it.

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