Thornburg's Global Opportunities Fund focuses on long-term capital appreciation through investing in equity and debt securities across the globe. It utilizes a bottom-up research approach to identify investment targets that are trading below their intrinsic value and have quality business models that could achieve portfolio success.
The portfolio typically holds 30 to 40 holdings, and the majority (84%) are large-cap companies. Fund managers are Brian McMahon, who has 46 years in the industry, with 41 of those years at Thornburg, and Miguel Oleaga (ex-Putnam Investments), who joined Thornburg in 2014.
The fund operates with assets under management of $16.2 million, while the strategy as a whole uses $1.9 billion. From...
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