Investment Platform
Purpose-built for risk-adjusted outperformance
A promise to investors
Thornburg’s world-class investment platform enables our team to be nimble and decisive, Our investment processes, risk management and operational functions are in sync, enabling our team to see and capture opportunity differently and manage portfolios efficiently. We are committed to the integrity of our strategies at every point in the investment process and to sharing knowledge about our decisions with transparency and substance.
Today, our investment platform supports actively managed global equity, fixed income, multi-asset solutions and sustainable investments, as well as the communication and reporting requirements of diverse investors.
Assets Under Management
Philosophy
A way of seeing
For four decades, the pursuit of consistent risk-adjusted outperformance has shaped Thornburg’s character and culture. Our professionals are eager pursue investment outcomes beyond the confines of an asset class or popular wisdom. We are a free-thinking and independent asset manager who connects ideas and intelligence from across strategies to pinpoint market signals—our way of seeing is different. We have expanded our capabilities steadily to serve the evolving needs of investors and exploit opportunities in changing markets.
Investment Approach
In pursuit of investment truth
Thornburg’s team brings holistic expertise across geographies, sectors, and asset classes to the investment process. It is an iterative approach, where continual and open communication among portfolio managers and research is expected. This is how ideas evolve into investment theses and where validation begins to uncover investment truth. We employ a full complement of fundamental analysis and other proprietary research techniques to evaluate the individual investment. Each idea is debated from multiple viewpoints and, from where it sits in a complex and interconnected global market. A high-conviction position is a decision we make together.
Sustainable Investing / ESG
ESG integration is fundamental
One category of factors we evaluate is ESG—environmental, social and governance. We believe that a company’s rankings on (ESG) issues can influence investment risk and return therefore, we incorporate proprietary ESG criteria into our deep, proprietary fundamental investment analysis to further gauge upside potential and risk considerations.
ESG Approach
Risk Management
Oversight at all levels
Risk management is a multi-faceted question. We look across the functions of our firm on a systematic basis to ensure that our investment process, trade functions, accounting and reporting protocols, operations and technology integrate high standards of risk management.
Within our portfolios, risk is managed through a combination of qualitative portfolio manager peer review and quantitative techniques, providing robust data on factor exposures, credit, interest rates and volatility metrics. Investment risk is analyzed through intensive, bottom-up fundamental analysis and valuation for individual investments.
Portfolio and risk management
