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Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.

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Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be licensed or available in all jurisdictions and there may be restrictions or limitations to whom this information may be made available. Unless otherwise indicated, no regulator or government authority has reviewed the information or the merits of the products and services referenced herein. Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal.

Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.

All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.

All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the implied warranties of merchantability, fitness for a particular purpose and non-infringement.

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Although Thornburg intends the information contained in this website to be accurate and reliable, errors sometimes occur. Thornburg does not warrant that the information to be free of errors, that the functions contained in the site will be uninterrupted, that defects will be corrected or that the site and servers are free from viruses or other harmful components. You agree that you are responsible for the means you use to access this website and understand that your hardware, software, the Internet, your Internet service provider, and other third parties involved in connecting you to our website may not perform as intended or desired. We also disclaim responsibility for damages third parties may cause to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach our security procedures, and that we will not be responsible for any related damages.

Thornburg Investment Management, Inc. is regulated by the U.S. Securities and Exchange under U.S. laws which may differ materially from laws in other jurisdictions.

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Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.

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Thornburg Expands Global Distribution in Latin America with New Partnership

28 Sep 2022
12 min read

Thornburg announced a new partnership with Javier Orcoyen to exclusively market Thornburg’s UCITS funds to financial intermediaries in Argentina, Chile and Uruguay.

Avance a las noticias en español

 

  • Javier Orcoyen will exclusively market Thornburg’s UCITS funds in Argentina, Chile and Uruguay

SANTA FE, NM — September 28, 2022 — Thornburg Investment Management (“Thornburg”), a U.S.-based global investment firm that oversees US$41 billion1 in client assets as of 31 August 2022, today announced a new partnership with Rio Capital’s Javier Orcoyen to exclusively market Thornburg’s UCITS funds to financial intermediaries in Argentina, Chile and Uruguay. This agreement complements Thornburg’s current regional distribution capabilities led by Vince León, director of the offshore advisory channel, and aims to increase the managed assets in Thornburg’s UCITS funds.

“The partnership with Javier furthers Thornburg’s global presence,” said Thornburg’s Head of Global Distribution Carter Sims. “Our UCITS funds have grown through placement on advisor recommended lists in South America and today marks the latest step toward elevating our clients’ experience with Javier’s local presence and years of experience.”

Mr. Orcoyen added, “Thornburg’s funds offer a diverse range of investment solutions and the firm’s approach, particularly focused on income generation, is highly differentiated. I look forward to working with the Thornburg team and distributing these strategies across the southern cone countries of South America.”

Under the agreement, Mr. Orcoyen will market and distribute Thornburg’s sponsored UCITS strategies.

About Thornburg

Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, multi-asset solutions and sustainable investments. With $41 billion1 in client assets as of 31 August 2022, the firm offers mutual funds, closed-end funds, institutional accounts, separate accounts and UCITS funds for non-U.S. investors.

As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg’s world-class investment platform and team are aligned on strategy to serve investors.

Thornburg’s U.S. headquarters is in Santa Fe, New Mexico with offices in London, Hong Kong and Shanghai. For more information, visit www.thornburg.com or call (877) 215-1330.

About Javier Orcoyen

As a third-party distributor, Javier Orcoyen exclusively represents Thornburg Investment Management Offshore UCITS funds in Argentina, Chile, and Uruguay. He is the founding partner of Altern investments, a real estate firm with investment projects and commitments of USD 100 million in corporate real estate in Uruguay.

Mr. Orcoyen’s prior experience included serving as CEO of Julius Baer Uruguay and global market head for the Argentinian market. He was also the complex head and managing director for Merrill Lynch in the southern Latam region of Argentina, Chile and Uruguay. He completed a BA at Manhattanville College, Purchase, New York and graduated in business administration from Universidad de San Andres, Buenos Aires, Argentina.

Media Inquiries
Michael Corrao
Director of Global Communications
Thornburg Investment Management
Tel: +1 (505) 467-5345
Email: mcorrao@thornburg.com

Important Information

This does not constitute or contain an offer, solicitation, recommendation or investment advice with respect to the purchase of the Funds described herein or any security. The Fund’s shares may not be sold to citizens or residents of the United States or in any other state, country or jurisdiction where it would be unlawful to offer, solicit an offer for, or sell the shares. For information regarding the jurisdictions in which the Fund is registered or passported, please contact Thornburg at contactglobal@thornburg.com or +1.855.732.9301. Fund shares may be sold on a private placement basis depending on the jurisdiction. This should not be used or distributed in any jurisdiction, other than in those in which the Fund is authorized, where authorization for distribution is required. Thornburg is authorized by the Fund to facilitate the distribution of shares of the Fund in certain jurisdictions through dealers, referral agents, sub-distributors and other financial intermediaries. Any entity forwarding this, which is produced by Thornburg in the United States, to other parties takes full responsibility for ensuring compliance with applicable securities laws in connection with its distribution.

The Fund is a sub-fund of Thornburg Global Investment plc (“TGI”), an open-ended investment company with variable capital constituted as an umbrella fund with segregated liability between sub-funds, authorized and regulated by the Central Bank of Ireland (“CBI”) as an Undertaking for Collective Investments in Transferable Securities (“UCITS”). Authorization of TGI by the CBI is not an endorsement or guarantee by the CBI nor is the CBI responsible for the contents of any marketing material or the Fund’s prospectus, supplement or applicable Key Investor Information Document (“KIID”). Authorization by the CBI shall not constitute a warranty as to the performance of TGI and the CBI shall not be liable for the performance of TGI.

Before investing, investors should review the Fund’s full prospectus and supplement, together with the applicable KIID and the most recent annual and semi-annual reports. Copies of these documents may be obtained free of charge from State Street Fund Services (Ireland) Limited, by visiting www.thornburgglobal.com or by contacting the local paying or representative agent or local distributor in the jurisdictions in which the Fund is authorized for distribution.

Investments carry risks, including possible loss of principal. Additional risks may be associated with investments in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Portfolios investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. Unlike bonds, bond funds have ongoing fees and expenses. Investments in mortgage-backed securities (MBS) may bear additional risk. Investments in the Fund are not insured, nor are they bank deposits or guaranteed by a bank or any other entity.

No securities commission or regulatory authority has in any way passed upon the merits of an investment in the Fund or the accuracy or adequacy of this information or the material contained herein or otherwise. Neither this or the Offering Documents have been approved in any jurisdiction where the Fund has not been registered for public offer and sale. This information is not, and under no circumstances is to be construed as the Offering Documents, a public offering or an offering memorandum as defined under applicable securities legislation. Application for shares may only be made by way of the Fund’s most recent Offering Documents.

For Argentina, Bolivia, Brazil, Chile, Mexico, Peru, Uruguay

This material is for informational purposes and is intended only for Investment Professionals, as that term is defined in each jurisdiction.  This information relates to a foreign Fund which is not subject to any form of local regulation or licensing.  No regulator, government authority, or other entities are responsible for reviewing or verifying, and have not reviewed or verified, this information, the merits of the Fund or services represented, the offering documents, or any other documents in connection with this Fund.   Interests may not be offered or sold to the public and documents relating to this Fund (as well as information contained herein) may not be supplied to the general public for purposes of a public offering or be used in connection with any offer or subscription for sale to the public.

This material is for investment professionals and institutional investors only.

Administrator: State Street Fund Services (Ireland) Limited | ThornburgTA@statestreet.com | +353.1.242.5580

Distributor: Thornburg Investment Management, United States | contactglobal@thornburg.com | +1.855.732.9301

1 Includes US$40 billion in assets under management and US$1 billion in assets under advisement as of 31 August 2022.

###

Thornburg expande distribución global en Latinoamérica con nueva sociedad

 

  • Javier Orcoyen comercializará en exclusiva los fondos UCITS de Thornburg en Argentina, Chile y Uruguay

SANTA FE, NUEVO MÉXICO, 28 de septiembre de 2022 — Thornburg Investment Management (“Thornburg”), una firma de inversión global con sede en EE. UU. que administra 41.000 millones de dólares1 en activos de clientes al 31 de agosto de 2022, hoy anunció una nueva sociedad con Javier Orcoyen, de Rio Capital, para comercializar exclusivamente los fondos UCITS de Thornburg a intermediarios financieros en Argentina, Chile y Uruguay. Este acuerdo complementa las actuales capacidades de distribución regional de Thornburg dirigidas por Vince León, director del canal de asesoría internacional, y su finalidad es aumentar los activos administrados en los fondos UCITS de Thornburg.

“La asociación con Javier amplía la presencia global de Thornburg”, señaló Carter Sims, director de distribución global de Thornburg. “Nuestros fondos UCITS han crecido a través de la colocación en las listas de recomendaciones de asesores en América del Sur y el día de hoy marca el último paso para mejorar la experiencia de nuestros clientes con la presencia local y los años de experiencia de Javier”.

Orcoyen agregó: “Los fondos de Thornburg ofrecen una amplia gama de soluciones de inversión, y el enfoque de la empresa, especialmente enfocado en la generación de ingresos, hace una gran diferencia. Espero con ganas trabajar junto al equipo de Thornburg y difundir estas estrategias en los países del cono sur de América del Sur”.

Conforme al acuerdo, Orcoyen comercializará y distribuirá las estrategias de UCITS patrocinadas por Thornburg.

Acerca de Thornburg

Thornburg es una firma internacional de inversiones que ofrece estrategias para instituciones, profesionales de las finanzas e inversores en todo el mundo. La firma privada, fundada en 1982, es una administradora activa y con alto nivel de confianza de renta fija, acciones, soluciones de activos múltiples e inversiones sostenibles. Con 41.000 millones de dólares1 en activos de clientes al 31 de agosto de 2022, la firma ofrece fondos comunes de inversión, fondos cerrados, cuentas institucionales, cuentas separadas y fondos UCITS para inversores con sede fuera de los Estados Unidos.

Como es una firma independiente, Thornburg puede aprovechar una amplia gama de oportunidades, explorar ideas a fondo y trabajar con diversas estrategias para ofrecer de forma consistente y a largo plazo rendimientos superiores acordes a los riesgos. La firma atrae a profesionales de pensamiento libre que buscan obtener resultados de inversión que trasciendan los confines del conocimiento popular. Desde las ágiles capacidades operativas hasta los principios y acciones adaptados al ciudadano global, la plataforma de inversiones y el equipo de Thornburg de nivel internacional están alineados en la estrategia de servicio a los inversores.

Thornburg tiene su sede central en Estados Unidos, en Santa Fe, Nuevo México, y oficinas en Londres, Hong Kong y Shanghái. Para obtener más información, visite www.thornburg.com o llame al (877) 215-1330.

Acerca de Javier Orcoyen

Como distribuidor externo, Javier Orcoyen tiene la representación exclusiva de los fondos UCITS offshore de Thornburg Investment Management en Argentina, Chile y Uruguay. Es el socio fundador de Altern Investments, una firma de bienes raíces con proyectos y compromisos de inversión por 100 millones de dólares en bienes raíces corporativos en Uruguay.

Anteriormente, se desempeñó como CEO de Julius Baer Uruguay y líder de mercado global para el mercado argentino. También fue jefe de complejo y director general de Merrill Lynch en la región sur de Latinoamérica: Argentina, Chile y Uruguay. Obtuvo un título de Bachiller Universitario en Manhattanville College, Purchase, Nueva York, y se graduó en administración de empresas en la Universidad de San Andrés, Buenos Aires, Argentina.

Consultas de prensa
Michael Corrao
Director de Comunicaciones globales
Thornburg Investment Management
Tel. +1 (505) 467-5345
Email: mcorrao@thornburg.com

Información importante

El presente documento no constituye ni contiene una oferta, petición, recomendación ni asesoramiento sobre inversiones con respecto a la compra de los fondos que aquí se describen o con relación a cualquier tipo de valor. Las acciones del Fondo no se pueden vender a ciudadanos ni residentes de Estados Unidos, como tampoco en ningún estado, país o jurisdicción donde se considere ilícito ofrecer las acciones, solicitar una oferta de acciones o vender las acciones. Para obtener información sobre las jurisdicciones en las que el Fondo está registrado o disponible, envíe un correo electrónico a Thornburg a contactglobal@thornburg.com o llame al número +1.855.732.9301. Las acciones del Fondo pueden comercializarse mediante colocación privada según la jurisdicción. El presente documento no se debe utilizar ni distribuir en ninguna jurisdicción en la que el Fondo no esté autorizado, cuando se requiera autorización para la distribución. El Fondo autoriza a Thornburg a facilitar la distribución de acciones del Fondo en determinadas jurisdicciones a través de agentes de bolsa, agentes recomendantes, subdistribuidores y otros intermediarios financieros. Toda entidad que reenvíe el presente documento, elaborado por Thornburg en los Estados Unidos, a otras partes asume plena responsabilidad de garantizar el cumplimiento de las leyes de valores aplicables en relación con su distribución.

El Fondo es un subfondo de Thornburg Global Investment plc (“TGI”), una empresa abierta de inversión con capital variable constituida como un fondo primario con pasivo segregado entre subfondos, autorizada y regulada por el Banco Central de Irlanda (“CBI”, por su sigla en inglés) como un organismo de inversiones colectivas en valores transferibles (“UCITS”, por su sigla en inglés). La autorización otorgada por el CBI a TGI no constituye respaldo ni garantía por parte del CBI ni tampoco significa que el CBI es responsable del contenido de ningún material de comercialización ni del prospecto, de los suplementos o del Documento de información clave para los inversionistas (“KIID”, por su sigla en inglés) del Fondo. La autorización del CBI no constituye una garantía de rendimiento de TGI, y el CBI no asume responsabilidad alguna por el rendimiento de TGI.

Antes de invertir, los inversionistas deben revisar el prospecto y el suplemento del Fondo en su totalidad, así como el KIID vigente y los informes anuales y semestrales más recientes. State Street Fund Services (Ireland) Limited ofrece copias sin cargo de estos documentos, las que se pueden obtener ingresando a www.thornburgglobal.com o comunicándose con el agente representante o pagador local, así como con el distribuidor local de las jurisdicciones donde la distribución del Fondo está autorizada.

Las inversiones conllevan riesgos, que incluyen la posible pérdida de capital. Las inversiones en mercados emergentes pueden traer aparejados riesgos adicionales que incluyen fluctuaciones monetarias, falta de liquidez, volatilidad y riesgos económicos y políticos. Las inversiones en empresas de baja y mediana capitalización pueden aumentar el riesgo de mayores fluctuaciones de precios. Las carteras que invierten en bonos tienen la misma tasa de interés, inflación y riesgos de crédito que están asociados con los bonos subyacentes. El valor de los bonos fluctuará en relación con los cambios en las tasas de interés; disminuirá cuando las tasas de interés aumenten. A diferencia de los bonos, los fondos de bonos tienen honorarios y gastos continuos. Las inversiones en valores respaldados por hipotecas (“MBS”, por su sigla en inglés) pueden conllevar un riesgo adicional. Las inversiones en el Fondo no están aseguradas, no son depósitos bancarios ni están garantizadas por un banco u otra entidad.

Ninguna comisión de valores ni autoridad reglamentaria ha aprobado de manera alguna los méritos de una inversión en el Fondo ni la exactitud o la suficiencia de esta información o del material incluido en el presente documento o brindado de alguna otra manera. Ni el presente documento ni los Documentos de oferta han sido aprobados en jurisdicciones en las que el Fondo no está registrado para realizar ofertas y ventas públicas. La presente información no es, y bajo ninguna circunstancia debe interpretarse como los Documentos de oferta, como una oferta pública o como un memorando de oferta según se define en la legislación correspondiente sobre valores. La solicitud de acciones solo puede hacerse mediante los Documentos de oferta más actualizados del Fondo.

Para Argentina, Bolivia, Brasil, Chile, México, Perú y Uruguay

Este material tiene fines informativos y solo está destinado a profesionales del mercado de inversiones, según se define este término en cada jurisdicción. Esta información se relaciona con un Fondo extranjero que no está sujeto a ninguna forma de regulación ni licencia local. Ningún ente regulador, ni autoridad gubernamental ni ninguna otra entidad es responsable de revisar ni verificar, y no ha revisado ni verificado, esta información, los méritos del Fondo ni los servicios representados, los documentos de oferta, ni ningún otro documento en relación con este Fondo. Es posible que los intereses no se ofrezcan ni se vendan al público y que los documentos relacionados con este Fondo (así como la información contenida en el presente) no se proporcionen al público en general para fines de una oferta pública ni se utilicen en conexión con ninguna oferta o suscripción para la venta al público.

Este material es solo para profesionales del mercado de inversiones e inversionistas institucionales.

Administrador: State Street Fund Services (Ireland) Limited | ThornburgTA@statestreet.com | +353.1.242.5580

Distribuidor: Thornburg Investment Management, Estados Unidos | contactglobal@thornburg.com | +1.855.732.9301

1 Incluye 40.000 millones de dólares en activos administrados y 1000 millones de dólares en activos bajo asesoría al 31 de agosto de 2022.

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