Equity Strategies Overview
Thornburg offers equity strategies to meet enduring investment needs with active portfolio management. The manner in which we manage our equity products does not fit neatly into a predefined style box. Rather, we employ a flexible, yet disciplined, approach, blazing a wide path in the search for strong, risk-adjusted returns.
Highlights
- Apply a fundamental, comprehensive approach to investment research.
- Invest only when and where the most compelling values are perceived.
- Focus on a limited number of securities, typically 35 to 85.
- Diversify across industries, market caps, geographic boundaries, and proprietary baskets to reduce risk.
- Perform independent analysis.
There is no guarantee that the Strategies will meet their Investment Objectives. Strategies invested in a limited number of holdings may expose an investor to greater volatility.
(Click the 
or the strategy name for more information.)
| Investment Objective: The Strategy seeks long-term growth of capital. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy typically invests in a selection of growth stocks that management believes will have growing revenues and earnings. The Strategy may comprise companies of any size, from large, well-established firms to small, emerging growth franchises. Thornburg uses traditional fundamental research to evaluate securities and make buy/sell decisions. The Strategy also may invest in debt securities of any type. |
| View Strategy Highlight Fact Sheet (pdf) |
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Investment Objective: The Strategy seeks long-term capital appreciation by investing primarily in developing country issuers. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy invests primarily in equity securities of developing country issuers and issuers which are, in Thornburg’s opinion, tied economically to one or more developing countries. The Strategy may invest in companies of any size. The Strategy also may invest in debt securities of any type. |
| View Strategy Highlight Fact Sheet (pdf) |
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Investment Objectives: The Strategy seeks long-term capital appreciation. As a secondary, non-fundamental goal, the Strategy seeks some current income. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy typically invests in a limited number of common stocks selected on a value basis using fundamental research. The Strategy is diversified to include basic value stocks, but also includes stocks of companies with consistent earning characteristics and emerging franchises when these issues are value priced. The Strategy may invest in companies of any size. The Strategy also may invest in debt securities of any type. |
| View Strategy Highlight Fact Sheet (pdf) |
| Investment Objective: The Strategy seeks income and capital appreciation via a portfolio of companies that have the ability and willingness to pay dividends. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy primarily uses equity securities and hybrids from issuers around the world to invest for income and capital appreciation. A key consideration in security selection is the ability and willingness of the entity to pay dividends to investors. The Strategy attempts to maintain a flexible approach by investing across sectors, geographies and capital structures. The Strategy may invest in companies of any size. The Strategy also may invest in debt securities of any type. |
| View Strategy Highlight Fact sheet (pdf) |
| Investment Objective: The Strategy seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy considers investment in a variety of equity and debt securities from around the world. A flexible mandate allows the Strategy to pursue long-term performance using a broad approach to geography, investing style and market capitalization. The Strategy may invest in companies of any size. |
| View Strategy Highlight Fact sheet (pdf) |
| Investment Objective: The Strategy seeks long-term capital appreciation by investing in a concentrated yet diversified portfolio of American Depository Receipts (ADRs) or other dollar-denominated securities that are economically tied to international markets. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy is invested in a limited number of ADRs and other U.S.-traded foreign companies selected on a value basis using fundamental research. The Strategy is diversified to include basic value stocks, but also includes stocks of companies with consistent earning characteristics and emerging franchises when these issues are value priced. The Strategy may invest in companies of any size. |
| View Strategy Highlight Fact Sheet (pdf) |
| Investment Objectives: The Strategy seeks long-term capital appreciation. The Strategy normally invests at least 80% of assets outside the United States. The secondary goal of the Strategy is to seek some current income. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy typically invests in a limited number of common stocks selected on a value basis using fundamental research. The Strategy is diversified to include basic value stocks, but also includes stocks of companies with consistent earning characteristics and emerging franchises when these issues are value priced. The Strategy may invest in companies of any size. The Strategy also may invest in debt securities of any type. |
| View Strategy Highlight Fact Sheet (pdf) |
| Investment Objective: The Strategy seeks long-term growth of capital. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy typically invests in a selection of growth stocks that management believes will have growing revenues and earnings. The Strategy can invest in companies of any size, from large, well-established firms to small, emerging growth franchises. The Strategy also may invest in debt securities of any type. |
| View Strategy Highlight Fact Sheet (pdf) |
| Investment Objective: The Strategy seeks long-term growth of capital by investing in American Depository Receipts (ADRs) or other dollar-denominated securities that are selected for their growth potential. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy invests in ADRs and other U.S.-traded foreign companies from around the world. A flexible mandate allows the Strategy to pursue long-term performance using a broad approach to geography, investing style, and market capitalization. The Strategy may invest in companies of any size. |
| View Strategy Highlight Fact Sheet (pdf) |
Socially Screened International Equity Strategy| Investment Objectives: The Strategy seeks long-term capital appreciation. The Strategy normally invests at least 80% of assets outside the United States. The secondary goal of the Strategy is to seek some current income. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy typically invests in a limited number of common stocks selected on a value basis using fundamental research. The portfolio is diversified to include basic value stocks, but also includes stocks of companies with consistent earnings characteristics and emerging franchises, when these issues are value priced. This Strategy will restrict portfolio holdings based on a third-party or client-provided list of restricted holdings. However we may decline to accept a client or proposed restrictions from an existing client, among other reasons, if the restrictions are in our judgment too prohibitive to carry out our Investment Objectives. The Strategy may invest in companies of any size. The Strategy also may invest in debt securities of any type. |
Ultra Focused Domestic Equity Strategy| Investment Objective: The Strategy seeks long-term capital appreciation in U.S. equity securities. Dividends or other shareholder distributions may be an important part of any total return. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy invests in a focused portfolio of common stocks selected on a value basis using traditional fundamental research evaluation methods. The Strategy generally seeks to buy promising companies at a discount to their intrinsic value. Our portfolio is diversified and concentrated, typically holding about 10 stocks. Thornburg seeks to reduce the potentially increased risk associated with a focused portfolio through diversification across industries and success factors. The Strategy may invest in companies of any size. |
Ultra Focused International Equity Strategy| Investment Objective: The Strategy seeks long-term capital appreciation in international equity securities. Dividends or other shareholder distributions may be an important part of any total return. There is no guarantee that the Strategy will meet its objectives. |
| Principal Investment Strategies: The Strategy is invested in a focused portfolio of common stocks selected on a value basis using fundamental research. The Strategy generally seeks to buy promising companies at a discount to their intrinsic value. Our portfolio is diversified and concentrated, typically holding about 10 stocks. Thornburg seeks to reduce the potentially increased risk associated with a focused portfolio through diversification across industries and success factors. The Strategy may invest in companies of any size. |
