Thornburg American Opportunities Fund
TAOZ
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 2300 North Ridgetop Road Santa Fe NM United States of America 87506
- IPO Date
- Apr 1, 2026
- Website
- thornburg.com
- Similar Companies
- Business
- THORNBURG INVESTMENT TRUST, Thornburg American Opportunities Fund (TAOZ) is a U.S.-based mutual fund that focuses on U.S. and global equity opportunities with a value-oriented, bottom-up stock selection process. It seeks long-term capital appreciation by investing primarily in domestic equity securities and related instruments, with the flexibility to include foreign equities and debt instruments when advised by Thornburg Investment Management, Inc. Main Products and Services: - Core mutual fund product: Thornburg American Opportunities Fund, designed to provide exposure to domestic and select international equities with a value-oriented approach; investments primarily in common stocks, supported by Thornburg’s bottom-up security selection process. - Related investment capabilities: opportunity-driven equity strategies across large-, mid-, and small-cap segments; potential inclusion of foreign equities and debt instruments when market conditions and risk controls permit. - Portfolio management and advisory services: active management by Thornburg Investment Management, Inc. with a focus on fundamental analysis, security selection, risk management, and periodic strategy reviews; ongoing client reporting and performance attribution. Latest Major Company Changes: - Regulatory filings indicate a strategic refresh and potential expansion of the fund’s capability set through amendments to the fund’s registration and advisory disclosures, signaling potential adjustments to investment scope and governance structures; these changes reflect ongoing alignment with evolving regulatory requirements and investor expectations. - The sponsor continues to integrate enhanced product disclosures and risk controls as part of routine fund maintenance and strategic positioning in a competitive multi-asset mutual fund landscape. - There is ongoing development of portfolio management personnel and oversight arrangements to strengthen execution capabilities and consistency of investment process across market cycles. Industry context and business segments: - Industry: Registered open-end mutual fund; actively managed equity strategy. - Business segments: equity investments (U.S. and select international), fixed income and other securities as permissible by policy; client reporting and investment adviser services. Geographic operations and domicile: - Market focus: United States, with potential exposure to non-U.S. securities under a disciplined framework; U.S. investor base and regulatory environment associated with U.S.-domiciled funds. - Headquarters: Thornburg Investment Management, Inc., with fund operations coordinated from Thornburg’s principal offices in the United States. Founding year and headquarters location: - The fund operates within the Thornburg Investment Trust complex, with the sponsor established in the United States; the precise founding year of the fund aligns with Thornburg’s ongoing fund development initiatives in the late 20th to early 21st century. The primary headquarters are in the United States. Subsidiaries and parent relationships: - Parent/affiliated entities: Thornburg Investment Management, Inc. serves as investment adviser to the fund; the Thornburg family of funds operates under the Thornburg Investment Trust umbrella with coordinated governance and distribution channels. Note: Specific product names beyond Thornburg American Opportunities Fund (TAOZ) are not listed, but the fund is positioned within Thornburg’s suite of actively managed equity products and related fund complexes. The information reflects publicly filed amendments and fund management practices as of the latest regulatory disclosures.