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Thornburg Global Opportunities Fund Class I (THOIX)

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37.24 -0.02    -0.05%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 770.59M
Type:  Fund
Market:  United States
Issuer:  Thornburg
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
Thornburg Global Opportunities I 37.24 -0.02 -0.05%

THOIX Overview

 
On this page you'll find an in-depth profile of Thornburg Global Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of THOIX among other information.
Category

World Large-Stock Blend

Total Assets

770.59M

Expenses

0.99%

Inception Date

38926

Investment Strategy

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.

Contact Information

Address 2300 North Ridgetop Road
Santa Fe,NM 87506
United States
Phone +1 8008470200

Top Executives

Name Title Since Until
Miguel Oleaga Equity Research Analyst 2020 Now
Biography Miguel Oleaga is portfolio manager for Thornburg Investment Management. He joined the firm in 2014 as an equity research analyst, was promoted to associate portfolio manager in 2017, and was named portfolio manager in 2018. Miguel holds a BS in business administration (finance and management specialties) from the University of Massachusetts. Prior to his joining Thornburg, Miguel worked at Putnam Invest- ments, conducting equity analysis supporting growth, value, and dividend-focused man-dates. He held a series of positions of increasing responsibility at Putnam beginning in 2004.
Brian J. McMahon Vice President 2006 Now
Biography Brian McMahon is chief investment strategist for Thornburg Investment Management. Brian is deeply respected for his market and investment insight and serves as a key voice for the investment team and Thornburg clients. He also co-manages Thornburg’s global equity portfolios and serves as vice chairman of Thornburg. Brian joined Thornburg in 1984 as chief investment officer; a role he held until 2019. Brian served as president of the firm from 1997 to 2015 and CEO from 2008 to 2015 and was promoted to vice chairman in 2016. He managed Thornburg’s laddered bond portfolios from their inceptions from 1984 until 2000 and remains actively involved in securities analysis for various Thornburg portfolios. Brian holds an MBA from Tuck School of Business at Dartmouth College and a BA in econom¬ics and Russian studies from the University of Virginia. After receiving his MBA, Brian joined Norwest Bank in 1979, and held various corporate finance positions.
W. Vinson Walden Associate 2006 2020
Biography Vinson Walden is portfolio manager for Thornburg Investment Management. He joined the firm as associate portfolio manager in 2002 as a member of the investment team. He was promoted to portfolio manager in 2006. Vinson holds a BS from Boston University and an MBA from Columbia University. He is a CFA charterholder. Prior to joining Thornburg, Vinson served as an associate for Lehman Brothers in New York City.
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