Thornburg Investments is an alternative manager with assets under management (AUM) amounting to $45 billion and is led by Garrett Thornburg. The company has a wide range of products, with equities being one of the cornerstones. The AUM of the Global Edge fund is reported to be $3.5 billion, while fund managers are Lei Wang and Matt Burdett.
The strategy's focus is on generating long-term positive returns through investments in equity and debt securities of all types. It utilizes a bottom-up fundamental approach in identifying potential investment targets. Equities should ideally have strong fundamentals with emphasis on Europe and Asia Pacific developed markets.
The portfolio is comprised of three types of stocks - basic value, consistent earners, and...

