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Rating:A $1.1B-AUM Global Fund Celebrates 15 Years Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, September 1, 2021

A $1.1B-AUM Global Fund Celebrates 15 Years

Reported by Neil Anderson, Managing Editor

The team at a $49-billion-AUM, 39-year-old mutual fund firm (as of July 31) recently celebrated a ruby red anniversary for one of their funds.

Yesterday, Jason Brady, president and CEO of Thornburg Investment Management [profile], trumpeted that the Thornburg Global Opportunities Fund has celebrated its 15-year anniversary. The fund now has $1.1 billion in AUM.

The fund is co-PMed by Brian McMahon, Thornburg's chief investment strategist, and by Miguel Oleaga, a portfolio manager. McMahon has been one of the fund's two co-PMs ever since it debuted on July 28, 2006.

Brady describes the anniversary as "a significant milestone for Thornburg" and calls the fund's performance "a testament to [Thornburg's] long-term investment philosophy."

"The fund has proven time and again that the flexibility to look anywhere in the world for value can provide long-term positive returns to our shareholders," Brady states. 

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