Thornburg Global Opportunities Fund
THOIX
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- Thornburg Global Opportunities Fund (THOIX) is an open-end mutual fund that seeks long-term capital appreciation through a flexible, high-conviction investment strategy focused on global equity securities, including common stocks, preferred stocks, real estate investment trusts and other equity trusts of companies worldwide; it maintains a diversified portfolio with significant exposure to non-U.S. stocks (approximately 63%), U.S. stocks (34%) and cash equivalents (2-3%), emphasizing sectors such as communication services, financial services, consumer cyclical, technology and energy across regions including the United States, Eurozone, developed Asia, emerging Asia and the United Kingdom. Managed by Thornburg Investment Management, Inc., an employee-owned firm founded in 1982 and headquartered in Santa Fe, New Mexico, with additional offices in Hong Kong and Shanghai, the fund targets institutional and individual investors seeking global large-stock blend exposure in the Morningstar Global Large-Stock Blend category, featuring a net expense ratio of 0.99%, daily pricing and a minimum initial investment of $2.5 million for Class I shares. The fund, launched on July 28, 2006, operates primarily in the United States with availability to non-U.S. investors through affiliated UCITS share classes and employs portfolio managers Brian McMahon (since inception) and Miguel Oleaga (since 2020) to pursue unconstrained, research-driven selections benchmarked against the MSCI ACWI Index. In recent developments, Thornburg Investment Management, the fund's adviser, entered a strategic distribution partnership with Capital Strategies Partners in October 2025 to expand access to its UCITS funds—including the Global Opportunities Fund—for institutional and wholesale investors in Italy and the Middle East, enhancing its presence in EMEA and complementing growth in Europe, Asia and Latin America. Additionally, Thornburg launched the Thornburg Income Builder Opportunities Trust (TBLD), its first listed closed-end fund, raising $580 million in an initial public offering in July 2021, advised by XA Investments, to provide high current income and total return via global equity and fixed-income securities; the trust continues to announce monthly distributions into 2025. In April 2025, Thornburg renamed its Investment Income Builder Fund to Equity Income Builder Fund, reflecting a strategic shift in naming and emphasis within its UCITS platform amid ongoing portfolio adjustments noted in annual reports through September 2025.