Thornburg Investment Management, Inc Company Profile and Services

Thornburg Investment Management, Inc. is a well-established investment management company that has been around since 1986. It was founded by Coleman L. Thornburg.

Thornburg Investment Management, Inc. is headquartered in Santa Fe, New Mexico, with offices in other locations as well. Its primary business is managing investment portfolios for individuals, institutions, and other clients.

The company offers a range of investment services, including actively managed equity, fixed income, and multi-asset class portfolios.

Intriguing read: Managing Investment Portfolios

Thornburg Investment Management, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).

Founded in 1982, the company has a long history of providing investment management services to individual and institutional clients.

Thornburg Investment Management, Inc. is headquartered in Santa Fe, New Mexico, with additional offices in Albuquerque, New Mexico, and other locations.

The company offers a range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts.

Thornburg Investment Management, Inc. is a subsidiary of Thornburg Investment Management, LLC, a private investment company.

The company's investment teams have a disciplined approach to investing, with a focus on long-term results and risk management.

Take a look at this: Blackrock New Etfs

Thornburg Investment Management, Inc. has a long history of providing investment services to individuals, institutions, and other investors. The company was founded in 1983.

Thornburg offers a range of investment products, including actively managed equity, fixed income, and multi-asset class portfolios. These portfolios are designed to help investors achieve their financial goals.

Thornburg's investment approach is based on a research-driven process that focuses on identifying undervalued companies with strong growth potential.

Thornburg Investment Management has a clear investment philosophy that guides their approach to managing investments. They focus on making disciplined evaluations to identify long-term value.

Their fund managers invest in the funds they manage, which is a unique aspect of their approach. This means that the people running the funds have a personal stake in their performance.

Thornburg's equity funds are built on a stock-by-stock basis, rather than following broad sector trends. This approach ensures diversification and maximizes returns for investors.

Their investment theses are strict about selling as soon as price targets are met or their investment theses start to break down. This helps minimize losses and protect investor capital.

Here are some of the investment strategies offered by Thornburg:

You've got your investment strategy in place, now it's time to consider what assets, funds, and holdings are available to you. The key is to diversify your portfolio to minimize risk.

A stock is a type of security that represents ownership in a company. Stocks can be traded on public exchanges or over-the-counter.

Investing in mutual funds can provide a low-cost way to gain exposure to a variety of assets, including stocks, bonds, and other securities. They're often a good option for beginners.

Exchange-traded funds (ETFs) are similar to mutual funds but trade on an exchange like stocks. This allows for more flexibility and potentially lower fees.

Dividend-paying stocks can provide a relatively stable source of income, as companies distribute a portion of their profits to shareholders. Some companies pay dividends quarterly or annually.

A bond represents a loan to a borrower, typically a corporation or government entity. Bonds offer regular income in the form of interest payments.

A different take: Ark Invest Ai Stocks

Investment fees can be a major consideration when choosing a investment strategy. For separate accounts, fees range from 0.20% to 1.25%, depending on the investment strategy chosen and the total assets under management.

Thornburg offers various investment strategies, each with its own fee schedule. The fees for these strategies can vary greatly, with some as low as 0.12% for the Ultra Short Income Investment Strategy.

Here are some specific fee ranges for different investment strategies:

Mutual fund investors can expect to pay a maximum sales charge of around 1.50%, with operating expenses averaging around 0.90%. However, management fees and other expenses can vary depending on the specific fund.

Thornburg is a registered investment advisor, but it's not a financial advisor in the classical sense, focusing solely on discretionary portfolio management and investment-related services.

The firm is fee-based, which means some advisors can earn commissions from selling financial products to clients, creating a potential conflict of interest.

Thornburg is, however, a fiduciary, which means it's legally obligated to act in the best interests of clients at all times.

The firm has a disclosure on its Form ADV regarding an issue where it failed to file voting rights notifications.

Check this out: Foreign Direct Investment Occurs When a Firm Invests Resources in

Thornburg Investment Management is associated with two main legal entities.

The first one is THORNBURG INVESTMENT MANAGEMENT LIMITED, which was incorporated on May 19, 2013.

This entity reported a revenue of $1.42M as of December 31, 2021, and a net profit of $116K on the same date.

It also has a significant workforce with 440 employees.

The second legal entity is THORNBURG INVESTMENT MANAGEMENT, which was incorporated on December 31, 1999.

This entity has a smaller workforce with 396 employees.

Here's a summary of the two entities:

Thornburg Investment Management offers a range of services to cater to different types of clients.

The firm has a minimum account size of $100,000 to $500,000 for a Private Client Equity Separate Account and $1 million to $25 million for a Private Client Fixed Income Separate Account, depending on the investment strategy selected.

For institutional clients, the minimum investment required ranges from $10 million to $100 million for Institutional Equity Separate Accounts and $1 million to $50 million for Institutional Fixed Income Separate Accounts.

Curious to learn more? Check out: Passively Managed Index Funds Minimum Amount. to Invest

Individual investors can invest in a mutual fund with a minimum investment of $2,500 for a Class A share, depending on the fund and class of shares chosen.

Thornburg Investment Management offers separately managed accounts, mutual fund management, institutional investing, and insight and commentary services to its clients.

The firm's institutional and private client separate accounts are designed to meet the unique needs of each client type.

Here are the specific minimum account sizes for Thornburg's services:

Thornburg Investment Management, Inc. has a long history of providing investment management services to individuals, institutions, and retirement plans. Founded in 1982, the company has grown to become one of the largest independent investment management firms in the US.

Thornburg's investment approach focuses on actively managed mutual funds, which are designed to provide consistent returns over the long term. This approach is rooted in the company's commitment to fundamental research and a disciplined investment process.

For your interest: U S Bancorp Investments Inc

Thornburg offers a range of investment products, including equity, fixed income, and alternative strategies. These products are designed to cater to the diverse needs of its clients, from conservative investors to those seeking more aggressive growth.

Thornburg's business model is built on a strong foundation of research and analysis, which informs its investment decisions and portfolio construction. The company's investment team is comprised of experienced professionals who bring a wealth of knowledge and expertise to the table.

Thornburg's operations are supported by a robust technology infrastructure, which enables the company to efficiently manage its assets and provide timely reporting to clients. This infrastructure also facilitates the company's ability to scale and adapt to changing market conditions.

Thornburg has a strong commitment to client service, which is reflected in its dedicated team of relationship managers and customer support specialists. These professionals work closely with clients to understand their unique needs and goals, and provide personalized support and guidance throughout the investment process.

For another approach, see: Managed Team

Thornburg Investment Management recently made its foray into the world of ETFs with the launch of its first two funds, the Thornburg International Equity ETF and the Thornburg International Growth ETF.

These funds primarily invest in companies tied to developed markets outside the United States, with the International Equity ETF following the MSCI EAFE Index.

The Thornburg International Equity ETF has a 0.65% expense ratio and invests in companies like Hitachi Ltd., Mitsubishi UFJ Financial Group, and Keyence Corp.

Just a day after the launch of the International Equity ETF, Thornburg rolled out its second ETF, the Thornburg International Growth ETF, which has a net expense ratio of 0.70%.

Thornburg, which oversees more than $45 billion in assets, has built a strong reputation for its active management strategies over the past four decades.

The company plans to introduce two fixed income ETFs in the near future: the Thornburg Core Plus Bond ETF (TPLS) and the Thornburg Multi-Sector Bond ETF (TMB).

Demand for actively managed equity ETFs has surged, according to Todd Rosenbluth, Head of Research at VettaFi.

Check this out: RLH Equity Partners

Thornburg Investment Management has several competitors in the financial services sector. Wealthcare Capital Management was founded in 1999 and serves financial advisors and their clients, providing tools and strategies to meet individual life goals.

First Trust specializes in investment management and offers a suite of financial products across multiple sectors. It provides exchange-traded funds (ETFs), unit investment trusts (UITs), mutual funds, closed-end funds, and structured investments.

GMO was founded in 1977 and serves institutions, family offices, consultants, and financial intermediaries. It provides various investment strategies including multi-asset class, equities, alternatives, fixed income, ETFs, mutual funds, and private funds.

Zenith Wealth Partners was founded in 2019 and primarily serves individuals and institutions seeking to align their wealth with their values and achieve financial independence. It offers comprehensive financial planning, tailored investment portfolio management, and business advisory services.

If this caught your attention, see: Investment Strategies for Hedge Fund Managers