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Thornburg Global Opportunities R3 THORX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Thornburg Investment Hub

Morningstar’s Analysis THORX

Will THORX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THORX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the THORX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of THORX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The roster has changed a bit, but the game plan remains the same.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

The team at Thornburg Global Opportunities has shifted, but its stalwart approach retains its appeal, reflected in an Average People Pillar and an Above Average Process Pillar.

by Todd Trubey
Rated on Published on

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