Thornburg Global Opportunities Strategy Celebrates 15-Year Anniversary
Thornburg announced the 15-year anniversary of the USD $1.1 billion Thornburg Global Opportunities strategy.
SANTA FE, NM — 6 September 2021 — Thornburg Investment Management (“Thornburg”), a global investment firm that oversees USD $49 billion in assets,1 today announced the 15-year anniversary of the USD $1.1 billion Thornburg Global Opportunities strategy (“Strategy”).
“Our research process identifies quality businesses at attractive prices around the world,” said Brian McMahon, Chief Investment Strategist and Co-Portfolio Manager. “We seek to capture the advantages of global diversification within a focused portfolio of compelling ideas. Built on our core investment principles of flexibility, focus and value, the Strategy gives us a durable framework for value-added investing.”
The Strategy, which launched on 1 August 2006, has been co-managed since inception by Mr. McMahon. Miguel Oleaga, who joined Thornburg in 2014, was promoted to portfolio manager on the Strategy in 2020. Together and with support from the entire Thornburg investment team, Mr. McMahon and Mr. Oleaga oversee the flexible and focused equity portfolio that leverages Thornburg’s renowned capacity as a global manager. Portfolio holdings are selected on a bottom-up basis through a disciplined, value-based framework, ensuring a balanced approach to portfolio construction and risk management. The global opportunities solution is available to certain investors as a UCITS fund, separately managed account or mutual fund in the U.S.
“This is a significant milestone for Thornburg,” said Thornburg President and CEO Jason Brady. “Thornburg Global Opportunities strategy’s 15-year track record of outperformance is a testament to our long-term investment philosophy.2 With Brian and Miguel at the helm and with support from our entire investment team, the Strategy has proven time and again that the flexibility to look anywhere in the world for value can provide long-term positive returns to our investors.”
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Founded in 1982, Thornburg Investment Management is a privately owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors. A recognized leader in fixed income and equity investing, the firm oversees USD $49 billion1 as of 31 July 2021 across mutual funds, closed-end funds, institutional accounts, separate accounts for high-net-worth investors and UCITS funds for non-U.S. investors. Thornburg is headquartered in Santa Fe, New Mexico, with additional offices in London, Hong Kong and Shanghai.
At Thornburg, we believe unconstrained investing leads to better outcomes for our clients. Our culture is collaborative, and our investment solutions are highly active, high conviction and benchmark agnostic. When it comes to finding value for our clients, it’s more than what we do, it’s how we do it: how we think, how we invest and how we’re structured.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
This is not a solicitation or offer for any product or service. Nor is it a complete analysis of every material fact concerning any market, industry, or investment. Data has been obtained from sources considered reliable, but Thornburg makes no representations as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg does not accept any responsibility and cannot be held liable for any person’s use of or reliance on the information and opinions contained herein.
Investments carry risks, including possible loss of principal.
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Director of Global Communications
Thornburg Investment Management
Tel: +1 505 467 5345
1Includes USD $46.8 billion in assets under management and USD $1.9 billion in assets under advisement as of 31 July 2021
2The Strategy may not have outperformed in every reporting period.