Inside a Global Fund with a Stellar 15-year Track Record

Gaining Perspective, featuring: Brian McMahon of Thornburg

About the episode: 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.

Listen to Brian here.