Gaining Perspective

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.

Show Notes

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.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.