
just international fund managers who are concerned about the Japanese tragedy; one domestic-stock fund, Thornburg Value TVAFX , had 9.6% of its assets in Japan as of Jan. 31, 2011, by far the most of any diversified domestic fund. (Nobody else
The firm brought a seasoned and skilled equity manager on board before it launched its first stock fund, Thornburg Value TVAFX , in 1995. The firm waited until 1998 to open its second stock fund, Thornburg International Value TGVAX, utilizing the same
investment officer, Brian McMahon, and Vinson Walden, who has previously worked on the management team of Thornburg Value TVAFX and Thornburg International Value TGVAX. The pair is amply supported by a strong team of investment professionals.USATHOAXSupporting
investment officer, Brian McMahon, and Vinson Walden, who has previously worked on the management team of Thornburg Value TVAFX and Thornburg International Value TGVAX. The pair is amply supported by a strong team of investment professionals.USATHOAXSupporting
disciplined strategy that has several traits in common with the one used at its successful large-blend sibling, Thornburg Value TVAFX .Alex Motola divides the portfolio fairly evenly among three types of growth stocks with varying risk/reward profiles: growth
dozens of core domestic-equity funds with decent-sized positions in one or more Chinese stocks, including Thornburg Value TVAFX (which has a 1.8% position in China Mobil) and Fidelity Magellan FMAGX (which has a 1.3% stake in China Life Insurance
time. The other manager, Vinson Walden, has been part of the investment team behind the funds led by Fries, Thornburg Value TVAFX and Thornburg International Value TGVAX, since 2002. Like the Oakmark offering, this one will be highly concentrated: Thornburg
excellent here. The success Fries has enjoyed at the domestic-equity fund he runs in a similar manner-- Thornburg Value TVAFX --and the commitment Thornburg has demonstrated to fundholders bolster his credentials. David Mannheim and Marcus Smith of
international fund to exceptional five-year and since-inception gains and he has led his domestic charge, Thornburg Value TVAFX , to excellent shorter- and longer-term returns. The Dodge & Cox International team hasn't missed a beat since winning
there's no doubting his stock-picking skills. Indeed, Fries has also managed domestically oriented Thornburg Value TVAFX to a successful record using the same reasonably priced growth discipline that he's applied overseas. Jeremy Hosking Vanguard