Inside a Global Fund with a Stellar 15-year Track Record

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About This Episode

The Thornburg Global Opportunities Fund (THOAX) is a concentrated, focused portfolio that invests in 30 to 40 securities. Brian McMahon and his co-portfolio manager, Miguel Oleaga, utilize a flexible approach seeking intrinsically valuable companies not fully recognized by the broader market through bottom-up, fundamental research. The fund recently celebrated its 15th anniversary, and for the 15-year period ending July 31, 2021, Thornburg Global Opportunities Fund has a top percentile ranking in the Morningstar World Large-Stock Blend category among 81 funds based on total returns without sales charge.

About Our Guest

Brian McMahon is chief investment strategist for Thornburg Investment Management, overseeing $49 billion in client assets from its headquarters in Santa Fe, New Mexico. Brian joined the firm in 1984 and is deeply respected for his market and investment insight and serves as a key voice for the investment team and Thornburg clients. He managed Thornburg’s laddered bond portfolios from their inceptions in 1984 until 2000 and remains actively involved in securities analysis for various Thornburg global equity portfolios.

Show Notes

Here is a link to the Thornburg web site.