Thornburg Global Opportunities Fund Class C (THOCX)

Overview

The fund, managed by Thornburg Investment Management, Inc., aims to achieve its investment objective by primarily investing in a diverse portfolio of equity securities. This includes common stocks, preferred stocks, and publicly traded real estate investment trusts (REITs). Thornburg's investment strategy is not limited by company size, allowing for the inclusion of smaller companies with market capitalizations of less than $500 million, demonstrating a flexible approach to portfolio construction with the goal of pursuing growth through a broad spectrum of equity investments.

Products and Services

The fund offers an array of investment products focusing on equity securities, guided by the expertise of Thornburg Investment Management, Inc.:

• Common Stocks
  Investment in common stocks forms a core part of the fund's strategy, aiming to tap into the growth potential of various companies. This includes a broad range of industries and sectors, with the goal of achieving long-term capital appreciation.
• Preferred Stocks
  As part of its diversified investment approach, the fund incorporates preferred stocks into its portfolio. These securities often offer greater income potential compared to common stocks and add an element of stability to the fund's investment mix.
• Publicly Traded Real Estate Investment Trusts (REITs)
  Investing in REITs allows the fund to gain exposure to the real estate sector, which can provide a steady income stream and potential for capital appreciation. REITs invest in various real estate properties and assets, offering a unique investment opportunity within the broader equity market.
• Equity Securities of Smaller Companies
  Demonstrating its commitment to uncovering growth opportunities across the market spectrum, the fund also targets smaller companies with market capitalizations of less than $500 million. This approach provides investors access to high potential, yet underrepresented segments of the equity market.