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 09/30/16. The fund's latest filing disclosed 13BN in positions, representing 20% of the manager's regulatory AUM.

THORNBURG INVESTMENT StockAlpha

-5.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

THORNBURG INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 4.24% Financials 23.43% 0.15% 0 35%
CME 3.67% Financials 10.64% -0.12% 2 15%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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THORNBURG INVESTMENT Portfolio Concentration

THORNBURG INVESTMENT Location

2300 NORTH RIDGETOP ROAD
SANTA FE, New Mexico
UNITED STATES, 87506

THORNBURG INVESTMENT Contact Information

Phone Number: 505-467-7200
Fax Number: 505-467-7116
Website:

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