• Portfolio Allocation Amid the Tidal Effects of Renewed Fed Easing

    The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow, so does the importance of security selection and portfolio allocation.

  • The Perils of Inflexible, Formulaic Investing

    As downward pressure on negative bond yields builds, a flexible approach helps in the search for attractive, relative values.

  • Dollar Headwind to Emerging Markets Equities Lifting, Though Trade Dispute Still Drags

    After a turbulent May, China and emerging markets appear poised to resume their ascent from the first quarter, even as trade-related air pockets remain likely.

For non-U.S. domiciled investors, Thornburg Investment Management provides a series of separately managed account strategies and UCITS Funds, that employ the same fundamental research philosophy guiding Thornburg’s portfolios for over 30 years.

Equity Funds

  • Thornburg Investment Income Builder Fund 
    A globally oriented portfolio whose aim is to provide an attractive and growing income stream, with capital appreciation, over time. A dynamic blend of global dividend-paying stocks and bonds of virtually any type, Income Builder is broadly flexible in pursuit of its objectives.
  • Thornburg Global Opportunities Fund 
    A flexible and focused equity portfolio that leverages Thornburg’s renowned capacity as a global manager, with holdings selected on a bottom-up basis via a disciplined, value-based framework.
  • Thornburg Global Quality Dividend Fund 
    A bottom-up, value-oriented, focused portfolio of dividend-paying stocks from around the world, leveraging Thornburg’s global orientation in a broad search for attractive dividend yield.
  • Thornburg International Equity Fund 
    A focused, diversified portfolio of leading, mostly large-cap international companies, selected via a fundamentally driven, bottom-up, valuation-sensitive process. The fund is centered on providing attractive risk-adjusted returns with mitigated volatility versus its benchmarks.
  • Thornburg Developing World Fund 
    Concentrates on managing the special risks associated with the emerging-markets asset class and on providing strong risk-adjusted returns—by focusing on self-funding companies that generate strong free cash flow and are not dependent on capital markets in times of stress.

Bond Funds

  • Thornburg Limited Term Income Fund 
    A flexible, actively managed, core portfolio of high-quality U.S. dollar-denominated bonds. This centerpiece investment-grade portfolio seeks a reasonable level of income and lower volatility than some peers, without overextending in the pursuit of yield.
  • Thornburg Strategic Income Fund 
    A global, income-oriented fund with a flexible mandate focused on paying an attractive, sustainable yield. The portfolio invests in a combination of income-producing securities with an emphasis on higher-yielding fixed income. The Fund may also invest in dividend-paying stocks.

Alternative Funds

  • Thornburg Long/Short Equity Fund 
    Combines tenets of both growth and value investing to pursue long-term capital appreciation. The fund invests in long and synthetic short positions of a wide range of equity securities. These represent companies of all sizes primarily in the U.S. which, based on our fundamental active research process, we believe will either rise or fall in price to the benefit of the fund’s absolute return.
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