THORNBURG INVESTMENT Overview
Thornburg Investment Management Inc is an investment advisor that manages 64.5 BN dollars in regulatory AUM and has 195 employees, of which 36 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/01 to 06/30/17. The fund's latest filing disclosed 13BN in positions, representing 20% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 06/30/17. The fund's latest filing disclosed 13BN in positions, representing 20% of the manager's regulatory AUM.
THORNBURG INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
THORNBURG INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 4.28% | Financials | -0.18% | 0% | 0 | 31% | ||
| CME | 3.54% | Financials | 0.12% | 0.01% | 3 | 14% | ||
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FEATURED IN
THORNBURG INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Garrett Thornburg | Chairman | August-1997 |
| Brian J. Mcmahon | President | August-1997 |
| Carolyn M. Dobbs | Treasurer/Corporate Secretary | February-2007 |
| Stephen J. Velie | Chief Compliance Officer | July-2009 |
| Michael G. Doorley | Chief Operating Officer | June-2013 |
THORNBURG INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
THORNBURG INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
As described in Item 7, above, Thornburg offers its clients a range of equity and fixed income investment strategies. Different clients may be eligible to select some or all of these strategies. The following is a brief description of each strategy’s investment objective(s), the general investment strategies that are typically used in managing assets within that strategy, and the material risks associated with an investment in the strategy. There is no assurance that a particular strategy will meet its investment objectives. Additionally, the investment strategies and techniques that Thornburg uses within a given strategy will vary over time depending on various factors.
Summaries of investment objectives, principal investment strategies and material risks provided below are necessarily limited, and are presented for general information purposes in accordance with regulatory requirements. Consequently,...
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As described in Item 7, above, Thornburg offers its clients a range of equity and fixed income investment strategies. Different clients may be eligible to select some or all of these strategies. The following is a brief description of each strategy’s investment objective(s), the general investment strategies that are typically used in managing assets within that strategy, and the material risks associated with an investment in the strategy. There is no assurance that a particular strategy will meet its investment objectives. Additionally, the investment strategies and techniques that Thornburg uses within a given strategy will vary over time depending on various factors.
Summaries of investment objectives, principal investment strategies and material risks provided below are necessarily limited, and are presented for general information purposes in accordance with regulatory requirements. Consequently,...
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THORNBURG INVESTMENT Portfolio Concentration
THORNBURG INVESTMENT Location
2300 NORTH RIDGETOP ROAD
SANTA FE, New Mexico
UNITED STATES, 87506
SANTA FE, New Mexico
UNITED STATES, 87506
THORNBURG INVESTMENT Contact Information
Phone Number: 505-467-7200
Fax Number: 505-467-7116
Website: https://www.thornburg.com
Fax Number: 505-467-7116
Website: https://www.thornburg.com
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