Thornburg Investment Management Marks 20 Years of Global Opportunities Fund Success

Thornburg's 20-Year Journey with Global Opportunities Fund

On July 29, 2026, Thornburg Investment Management marked a significant milestone by celebrating 20 years of its Thornburg Global Opportunities Fund (THOIX). This event underscores the firm’s commitment to disciplined global investing, guided by a consistent philosophy aimed at long-term value creation.

Since its establishment in 2006, the Thornburg Global Opportunities Fund has successfully navigated various market conditions, including the global financial crisis, the impact of the Covid-19 pandemic, ongoing inflation challenges, and the emerging AI-driven investment landscape. The Fund has indeed stood the test of time through adherence to its foundational investment principles.

Managed by Chief Investment Strategist Brian McMahon and Portfolio Manager Miguel Oleaga, the Fund emphasizes investing in quality businesses with lasting competitive advantages at appealing valuations. This strategic focus is intended to ensure that clients can achieve long-term financial objectives.

As of June 30, 2026, the Thornburg Global Opportunities Fund has recorded an impressive annualized return of 11.44% since inception, outperforming the MSCI ACWI Index by a robust 301 basis points. This performance places the Fund in the top quartile of Morningstar's rankings across multiple timeframes, reflecting its dedication to patient and active management.

Notably, the Fund has received an overall 5-star Morningstar Rating™, establishing itself as a leader within its category. This rating is based on risk-adjusted returns, demonstrating the impact of a disciplined investment approach.

Miguel Oleaga expressed gratitude towards clients, stating, "Our clients' trust over the past two decades has made this milestone possible. We remain committed to earning that trust every day." His insights echo the Firm's long-standing belief that sustainable investment success arises from maintaining high-quality holdings, ensuring valuation discipline, and considering the big picture rather than short-term results.

As Thornburg embarks on its third decade, the Global Opportunities Fund continues to sift through global equity markets for businesses ready to deliver long-term value. The Fund's capacity to adapt to various economic environments while staying true to its investment philosophy speaks volumes about its resilience and long-term vision.

Thornburg Investment Management, with $60 billion in assets as of May 31, 2026, focuses on actively managing equities, fixed income, multi-asset and alternative solutions. With headquarters in Santa Fe, New Mexico, and offices in Hong Kong and London, Thornburg aims to serve institutional clients, financial professionals, and investors worldwide further solidifying its reputation in the investment community.

As investors reflect on the incredible journey of the Thornburg Global Opportunities Fund, the next chapter will see continual exploration of new horizons in the investment landscape composed of evolving challenges and opportunities.

For more information, visit Thornburg's website or contact them directly.

Disclaimer: All investments carry risks, including loss of principal. Past performance is not indicative of future results. Please consider fund objectives and risks before investing.