Latest Q&A Based Profiles ( 11 Interview )


Income Stability with Principal Safety

Large-Cap > Core

Thornburg Limited Term Income Fund

AFDRX

Jan 1, 2020

Fixed-income managers tend to have a narrow mandate and a clear focus on specific areas. In contrast, Thornburg Limited Term Income Fund covers the entire taxable fixed-income universe to find relative value. Lon Erickson, co-manager of the fund, stresses the importance of risk/reward evaluation within safety of the

Secular Trends in an International Portfolio

Infrastructure > NA

Thornburg International Growth Fund

FGIAX

Jul 7, 2018

In a globalized economy, secular growth trends find their way to more than one market. Thornburg International Growth Fund was created with the aim to provide exposure to these growth trends outside of the U.S. Portfolio managers Greg Dunn and Sean Sun employ a consistent

Quality, Price and Path to Success

NA > NA

Thornburg Global Opportunities Fund

Oct 10, 2017

Businesses with a stable customer base and strong management are particularly attractive to investors when they are trading at a reasonable price. Vinson Walden, co-portfolio manager of the Thornburg Global Opportunities Fund, and his team follow a strict discipline in looking for these attractive stocks of superior businesses around the

Socially and Financially Responsible

Small-Cap > Growth

Thornburg Better World International Fund

ALMCX

Dec 12, 2016

Investors are increasingly looking to see that their investments have a positive effect on the world in addition to generating sound returns. However, many funds with a social agenda fail to deliver financial results or simply go out of business. Portfolio manager Rolf Kelly and his team of analysts search

Relative Value in Fixed Income

Large-Cap > Core

Thornburg Limited Term Income Fund

AFDRX

Jan 1, 2016

Investing in the vast and varied credit segment of the fixed-income market calls for in-depth knowledge and research resources. Lon Erickson, portfolio manager of the Thornburg Limited Term Income Fund, and his team of researchers screen for relative value among government and agency bonds, corporate bonds

International Growth Drivers

Infrastructure > NA

Thornburg International Growth Fund

FGIAX

May 5, 2013

As the world grows interconnected commerce has gone global and so are investing opportunities. Companies domestic or otherwise are finding opportunities to shift operations to best locations and search for markets around the world as technology and logistics connect all markets in new ways. Greg Dunn and Tim Cunningham along

Limited Term with Limited Risk

Large-Cap > Core

Thornburg Limited Term Income Fund

AFDRX

Sep 9, 2012

As a mixture of differing maturities and varying degrees of risks, the fixed income universe is open to a range of market perceptions of those risks in line with the changing economic cycles and business environment. At the Thornburg Limited Term Income Fund, Lon Erickson and his team search for

Triple Value Basis

Large-Cap > Value

Thornburg Value Fund

CVQZX

Apr 4, 2010

Even though investors tend to perceive value as the upbeat aspect of an unfavorable market environment, value funds are subject to market gyrations like any other funds. Thornburg Value Fund classifies and diversifies value stocks in three categories so that the fund can develop superior returns in different market environments.

Going Anywhere to Find Value

Large-Cap > Growth

Thornburg International Value Fund

DSMLX

Jun 6, 2007

Wendy Trevisani, the co-manager of the Thornburg International Value Fund together with Bill Fries and Lei Wang, runs a focused and, yet, diversified portfolio. With no constraints on industries, capitalization sizes, or geographies, the fund looks anywhere to find value and growth potential, including the emerging markets. Its long-term bias and

Flexibility and Risk Control

NA > NA

Thornburg Core Growth Fund

Oct 10, 2005

Growth investors have learned their lessons in the past years, according to Alex Motola, manager of Thornburg Core Growth Fund. He doesn’t try to time the market or predict which type of stocks will be hot in the future. Instead, he runs a portfolio that is diversified across the growth spectrum

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