Breaking News
Moderna   Lululemon   U.S. PPI   Signet Jewelers   KB Home   JP Morgan Chase   U.S. CPI   Target Corp.   UnitedHealth  


Thornburg Better World International Fund - Keywords


FUND OVERVIEW

  • Long-Term Approach
  • Concentrated Investing

INVESTMENT PHILOSOPHY

  • ESG
  • Social Agenda
  • Moral Agenda
  • Social but Financial First
  • Return Focused
  • Cash Flow Driven

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Diversity Seeker
  • Company Visits
  • Identifying Disruptors

RESEARCH PROCESS

  • Return on Capital
  • Barrier to Entry
  • Core Business Runway
  • Free Cash Flow Analysis
  • Improving Financials
  • Pricing Power
  • Earned Customer Trust

PORTFOLIO CONSTRUCTION

  • Down Market Outperformer
  • Concentrated
  • Geographically Diversified
  • Consistent Earners
  • Emerging Franchise
  • Basic Value

RISK CONTROL

  • Low Volatility
  • Low Downside Capture Ratio
  • Stock Selection Process
  • Truncate Downside
  • Target Price Driven Sell Discipline
  • Diversification
  • Position Size

INVESTMENT FOCUS

  • International Stocks
  • Emerging Markets